Ever Source Wealth Advisors, LLC Ubs Group Ag Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 6,342 shares of UBS stock, worth $201,675. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,342
Previous 9,373
32.34%
Holding current value
$201,675
Previous $276,000
28.99%
% of portfolio
0.01%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding UBS
# of Institutions
617Shares Held
1.28BCall Options Held
19.4MPut Options Held
24.6M-
Ubs Group Ag155MShares$4.94 Billion1.06% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$4.03 Billion0.07% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$3.03 Billion2.9% of portfolio
-
Massachusetts Financial Services CO Boston, MA91.3MShares$2.9 Billion0.88% of portfolio
-
Ubs Asset Management Americas Inc Chicago, IL75.8MShares$2.41 Billion0.61% of portfolio
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...