Savvy Advisors, Inc. Ubs Ag Transaction History
Savvy Advisors, Inc.
- $974 Million
- Q1 2025
A detailed history of Savvy Advisors, Inc. transactions in Ubs Ag stock. As of the latest transaction made, Savvy Advisors, Inc. holds 30,098 shares of MLPB stock, worth $765,392. This represents 0.09% of its overall portfolio holdings.
Number of Shares
30,098
Previous 27,303
10.24%
Holding current value
$765,392
Previous $687,000
21.54%
% of portfolio
0.09%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding MLPB
# of Institutions
32Shares Held
6.62MCall Options Held
0Put Options Held
0-
Cibc Private Wealth Group, LLC3.2MShares$81.5 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$55.7 Million0.01% of portfolio
-
Marion Wealth Management567KShares$14.4 Million4.23% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA154KShares$3.92 Million0.0% of portfolio
-
Mai Capital Management107KShares$2.73 Million0.02% of portfolio