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Unique Wealth Strategies, LLC → OKE

Unique Wealth Strategies, LLC OKE Position History

ONEOK, Inc. • Energy

Quarters held
9
Latest value
$4.1M
Q3 2026
Peak value
$4.1M
First seen
Q3 2024

Dollar value over time

Show data table
PeriodPosition value
Q3 2024$3.1M
Q4 2024$3.2M
Q1 2025$3.3M
Q2 2025$3.4M
Q3 2025$3.4M
Q4 2025$3.6M
Q1 2026$3.9M
Q2 2026$4.1M
Q3 2026$4.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.1M81.9K——
Q2 2026$4.1M81.9K——
Q1 2026$3.9M78.7K——
Q4 2025$3.6M71.7K——
Q3 2025$3.4M69.0K——
Q2 2025$3.4M67.7K——
Q1 2025$3.3M66.3K——
Q4 2024$3.2M64.6K——
Q3 2024$3.1M62.7K——

Other funds holding OKE

Other Unique Wealth Strategies, LLC positions

ETHA

ISHARES TR

$15.8M
ETHA

ISHARES TR

$15.8M
FIS

FIDELITY MERRIMACK STR TR

$14.7M
FIS

FIDELITY MERRIMACK STR TR

$14.7M
FIS

FIDELITY MERRIMACK STR TR

$13.9M
FIS

FIDELITY MERRIMACK STR TR

$13.6M
FIS

FIDELITY MERRIMACK STR TR

$13.6M
FIS

FIDELITY MERRIMACK STR TR

$13.5M