Ever Source Wealth Advisors, LLC Ubs Group Ag Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 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 8,554 shares of UBS stock, worth $259,956. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,554
Previous 8,364
2.27%
Holding current value
$259,956
Previous $256,000
2.34%
% of portfolio
0.02%
Previous 0.02%
Shares
10 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$3.51 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$2.29 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 $96.7B
- 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...