A detailed history of Avantax Advisory Services, Inc. transactions in Ubs Group Ag stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 30,680 shares of UBS stock, worth $975,624. This represents 0.01% of its overall portfolio holdings.

Number of Shares
30,680
Previous 30,985 0.98%
Holding current value
$975,624
Previous $915,000 3.61%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$27.97 - $31.42 $8,530 - $9,583
-305 Reduced 0.98%
30,680 $948,000
Q2 2024

Aug 09, 2024

BUY
$26.19 - $31.88 $811,497 - $987,801
30,985 New
30,985 $915,000
Q3 2021

Oct 21, 2021

SELL
$14.54 - $17.12 $390,588 - $459,894
-26,863 Closed
0 $0
Q2 2021

Jul 29, 2021

BUY
$14.96 - $16.52 $401,870 - $443,776
26,863 New
26,863 $413,000

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 $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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