A detailed history of Cyndeo Wealth Partners, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 7,346 shares of UBS stock, worth $218,984. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,346
Previous 6,892 6.59%
Holding current value
$218,984
Previous $203,000 11.82%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$27.97 - $31.42 $12,698 - $14,264
454 Added 6.59%
7,346 $227,000
Q2 2024

Jul 30, 2024

BUY
$26.19 - $31.88 $26 - $31
1 Added 0.01%
6,892 $203,000
Q1 2024

Apr 16, 2024

SELL
$27.05 - $31.93 $7,033 - $8,301
-260 Reduced 3.64%
6,891 $211,000
Q4 2023

Jan 12, 2024

SELL
$23.36 - $31.19 $28,943 - $38,644
-1,239 Reduced 14.77%
7,151 $220,000
Q3 2023

Oct 10, 2023

BUY
$19.39 - $26.71 $162,682 - $224,096
8,390 New
8,390 $206,000

Others Institutions Holding UBS

About UBS Group AG


  • Ticker UBS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,182,350,080
  • Market Cap $94.9B
  • Description
  • UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, and lending solutions...
More about UBS
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