Mbl Wealth, LLC Ubs Ag Transaction History

Mbl Wealth, LLC

$833 Million
Q2 2024

A detailed history of Mbl Wealth, LLC transactions in Ubs Ag stock. As of the latest transaction made, Mbl Wealth, LLC holds 57,190 shares of MLPB stock, worth $1.42 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

57,190

Previous 54,865 4.24%

Holding current value

$1.42 Million

Previous $1.32 Million 6.34%

% of portfolio

0.17%

Previous 0.16%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$22.64 - $24.62 $52,638 - $57,241	2,325 Added 4.24%	57,190 $1.41 Million
Q1 2024 Apr 22, 2024	SELL	$21.11 - $24.15 $31,981 - $36,587	-1,515 Reduced 2.69%	54,865 $1.32 Million
Q4 2023 Jan 18, 2024	SELL	$20.45 - $22.28 $6,748 - $7,352	-330 Reduced 0.58%	56,380 $1.21 Million
Q3 2023 Oct 11, 2023	BUY	$19.84 - $21.43 $6,051 - $6,536	305 Added 0.54%	56,710 $1.21 Million
Q2 2023 Jul 17, 2023	BUY	$18.31 - $19.88 $23,253 - $25,247	1,270 Added 2.3%	56,405 $1.12 Million
Q1 2023 Apr 11, 2023	SELL	$18.0 - $20.04 $338,364 - $376,711	-18,798 Reduced 25.43%	55,135 $1.05 Million
Q4 2022 Jan 12, 2023	SELL	$17.67 - $19.68 $532,291 - $592,840	-30,124 Reduced 28.95%	73,933 $1.39 Million
Q3 2022 Jan 12, 2023	SELL	$15.85 - $19.53 $170,213 - $209,732	-10,739 Reduced 9.35%	104,057 $1.81 Million
Q2 2022 Jan 12, 2023	BUY	$15.8 - $19.85 $267,478 - $336,040	16,929 Added 17.3%	114,796 $1.87 Million
Q1 2022 May 02, 2022	BUY	$15.82 - $18.2 $17,750 - $20,420	1,122 Added 1.16%	97,867 $1.76 Million
Q3 2021 Oct 25, 2021	BUY	$14.58 - $17.15 $1.18 Million - $1.38 Million	80,620 Added 499.97%	96,745 $1.5 Million
Q1 2021 May 27, 2021	BUY	$11.85 - $15.02 $191,081 - $242,197	16,125 New	16,125 $228,000

Others Institutions Holding MLPB

# of Institutions

Shares Held

6.78M

Call Options Held

Put Options Held

View Full List

About UBS AG

Ticker MLPB
Exchange NYSE
Sector ETFs
Industry ETFs

More about MLPB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Account