A detailed history of Aprio Wealth Management, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 9,598 shares of UBS stock, worth $290,627. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,598
Previous 9,704 1.09%
Holding current value
$290,627
Previous $286,000 3.5%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 07, 2024

SELL
$27.97 - $31.42 $2,964 - $3,330
-106 Reduced 1.09%
9,598 $296,000
Q2 2024

Jul 10, 2024

SELL
$26.19 - $31.88 $6,599 - $8,033
-252 Reduced 2.53%
9,704 $286,000
Q1 2024

Apr 10, 2024

BUY
$27.05 - $31.93 $24,101 - $28,449
891 Added 9.83%
9,956 $305,000
Q4 2023

Jan 17, 2024

BUY
$23.36 - $31.19 $4,461 - $5,957
191 Added 2.15%
9,065 $280,000
Q3 2023

Oct 10, 2023

BUY
$19.39 - $26.71 $172,066 - $237,024
8,874 New
8,874 $218,000

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 $96.4B
  • 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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