A detailed history of Wr Wealth Planners, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 221 shares of UBS stock, worth $7,027. This represents 0.0% of its overall portfolio holdings.

Number of Shares
221
Previous 299 26.09%
Holding current value
$7,027
Previous $8,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 17, 2024

SELL
$27.97 - $31.42 $2,181 - $2,450
-78 Reduced 26.09%
221 $6,000
Q2 2024

Jul 31, 2024

BUY
$26.19 - $31.88 $52 - $63
2 Added 0.67%
299 $8,000
Q1 2024

Jul 31, 2024

BUY
$27.05 - $31.93 $8,033 - $9,483
297 New
297 $9,000
Q3 2023

Aug 01, 2024

BUY
$19.39 - $26.71 $698 - $961
36 Added 8.45%
462 $11.4 Million
Q2 2023

Aug 01, 2024

BUY
$18.91 - $21.91 $2,401 - $2,782
127 Added 42.47%
426 $8.64 Million
Q1 2023

Aug 01, 2024

BUY
$18.2 - $22.16 $2,584 - $3,146
142 Added 47.49%
441 $9.41 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 $101B
  • 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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