A detailed history of Drive Wealth Management, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Drive Wealth Management, LLC holds 11,164 shares of UBS stock, worth $369,305. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,164
Previous 11,164 -0.0%
Holding current value
$369,305
Previous $345,000 -0.0%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 07, 2024

BUY
$27.97 - $31.42 $1,790 - $2,010
64 Added 0.58%
11,164 $345,000
Q2 2024

Jul 31, 2024

BUY
$26.19 - $31.88 $9,140 - $11,126
349 Added 3.25%
11,100 $327,000
Q1 2024

Apr 22, 2024

BUY
$27.05 - $31.93 $12,145 - $14,336
449 Added 4.36%
10,751 $330,000
Q4 2023

Jan 22, 2024

BUY
$23.36 - $31.19 $10,021 - $13,380
429 Added 4.35%
10,302 $318,000
Q3 2023

Oct 10, 2023

BUY
$19.39 - $26.71 $191,437 - $263,707
9,873 New
9,873 $243,000

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 $105B
  • 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
Track This Portfolio

Track Drive Wealth Management, LLC Portfolio

Follow Drive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Drive Wealth Management, LLC with notifications on news.