Creative Planning Ubs Ag Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in Ubs Ag stock. As of the latest transaction made, Creative Planning holds 11,284 shares of MLPB stock, worth $270,590. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,284
Previous 8,747
29.0%
Holding current value
$270,590
Previous $242,000
21.07%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding MLPB
# of Institutions
34Shares Held
6.73MCall Options Held
0Put Options Held
0-
Cibc Private Wealth Group, LLC3.2MShares$76.8 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA2.28MShares$54.6 Million0.01% of portfolio
-
Marion Wealth Management589KShares$14.1 Million3.56% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA150KShares$3.61 Million0.0% of portfolio
-
Mai Capital Management107KShares$2.57 Million0.02% of portfolio