Cyndeo Wealth Partners, LLC Ubs Group Ag Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 6,891 shares of UBS stock, worth $209,762. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,891
Previous 7,151
3.64%
Holding current value
$209,762
Previous $220,000
4.09%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding UBS
# of Institutions
599Shares Held
1.17BCall Options Held
38.7MPut Options Held
19.9M-
Ubs Group Ag141MShares$4.28 Billion1.09% of portfolio
-
Vanguard Group Inc Valley Forge, PA116MShares$3.52 Billion0.07% of portfolio
-
Massachusetts Financial Services CO Boston, MA101MShares$3.06 Billion0.96% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$2.9 Billion2.9% of portfolio
-
Dodge & Cox San Francisco, CA75.4MShares$2.3 Billion1.42% of portfolio
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...