United-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, null, null, null, "VGIT", "UAL", null, null, null, null, "VT", "WFC", null, "DFAX", "DFAC" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-01
- Total Holdings
- 21
- Total Value
- 319315191
- Accession Number
- 0001667731-25-000570
- Form Type
- 13F-HR
- Manager Name
- United-Wealth-Management
Data Enrichment
29% identified6 identified15 unidentified
Holdings
21 positions • $319.3M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 3.9K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $270.2K | 0.1% ($270.2K/$319.3M) | YoY- |