A detailed history of Fin Trust Capital Advisors, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 659 shares of UBS stock, worth $19,625. This represents 0.0% of its overall portfolio holdings.

Number of Shares
659
Previous 651 1.23%
Holding current value
$19,625
Previous $19,000 5.26%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

BUY
$27.97 - $31.42 $223 - $251
8 Added 1.23%
659 $20,000
Q1 2024

May 02, 2024

SELL
$27.05 - $31.93 $2,677 - $3,161
-99 Reduced 13.2%
651 $19,000
Q3 2023

Oct 24, 2023

BUY
$19.39 - $26.71 $5,797 - $7,986
299 Added 66.3%
750 $18,000
Q1 2022

May 03, 2022

BUY
$15.12 - $21.3 $2,192 - $3,088
145 Added 47.39%
451 $9,000
Q2 2020

Sep 11, 2020

BUY
$8.84 - $11.95 $2,705 - $3,656
306 New
306 $4,000
Q2 2019

Aug 01, 2019

SELL
$11.43 - $13.53 $7,943 - $9,403
-695 Closed
0 $0
Q1 2019

May 09, 2019

SELL
$11.85 - $13.61 $1,244 - $1,429
-105 Reduced 13.13%
695 $8,000
Q4 2018

Feb 11, 2019

BUY
$11.81 - $15.57 $9,448 - $12,456
800 New
800 $10,000

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 $94.8B
  • 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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