A detailed history of Farther Finance Advisors, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 1,597 shares of UBS stock, worth $49,203. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,597
Previous 1,116 43.1%
Holding current value
$49,203
Previous $34 Million 40.53%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$26.19 - $31.88 $12,597 - $15,334
481 Added 43.1%
1,597 $47.8 Million
Q1 2024

May 13, 2024

BUY
$27.05 - $31.93 $28,618 - $33,781
1,058 Added 1824.14%
1,116 $34 Million
Q4 2023

Feb 14, 2024

BUY
$23.36 - $31.19 $7,895 - $10,542
338 Added 56.43%
937 $29 Million
Q3 2023

Nov 13, 2023

BUY
$19.39 - $26.71 $10,489 - $14,450
541 Added 932.76%
599 $14.8 Million
Q2 2023

May 13, 2024

BUY
$18.91 - $21.91 $37 - $43
2 Added 3.57%
58 $1.18 Million
Q2 2023

Sep 12, 2023

BUY
$18.91 - $21.91 $37 - $43
2 Added 3.57%
58 $1.18 Million
Q1 2023

May 13, 2024

SELL
$18.2 - $22.16 $16,034 - $19,522
-881 Reduced 94.02%
56 $1.2 Million
Q4 2022

Sep 11, 2023

BUY
$13.98 - $18.8 $782 - $1,052
56 New
56 $1.05 Million

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 $98B
  • 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 Farther Finance Advisors, LLC Portfolio

Follow Farther Finance Advisors, 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 Farther Finance Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Farther Finance Advisors, LLC with notifications on news.