A detailed history of Advisor Os, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Advisor Os, LLC holds 7,146 shares of UBS stock, worth $224,527. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,146
Previous 7,940 10.0%
Holding current value
$224,527
Previous $234,000 5.98%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 04, 2024

SELL
$27.97 - $31.42 $22,208 - $24,947
-794 Reduced 10.0%
7,146 $220,000
Q2 2024

Aug 05, 2024

SELL
$26.19 - $31.88 $7,804 - $9,500
-298 Reduced 3.62%
7,940 $234,000
Q1 2024

May 08, 2024

BUY
$27.05 - $31.93 $14,471 - $17,082
535 Added 6.95%
8,238 $253,000
Q4 2023

Feb 07, 2024

BUY
$23.36 - $31.19 $179,942 - $240,256
7,703 New
7,703 $238,000

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 $100B
  • 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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