A detailed history of Aj Wealth Strategies, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 26,275 shares of UBS stock, worth $799,811. This represents 0.03% of its overall portfolio holdings.

Number of Shares
26,275
Previous 25,893 1.48%
Holding current value
$799,811
Previous $552,000 3.62%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023

BUY
$18.91 - $21.91 $7,223 - $8,369
382 Added 1.48%
26,275 $532,000
Q1 2023

Apr 28, 2023

BUY
$18.2 - $22.16 $471,252 - $573,788
25,893 New
25,893 $552,000

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 $96.9B
  • 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 Aj Wealth Strategies, LLC Portfolio

Follow Aj Wealth Strategies, 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 Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.