A detailed history of Integrated Wealth Concepts LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 65,569 shares of UBS stock, worth $2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
65,569
Previous 65,112 0.7%
Holding current value
$2 Million
Previous $1.92 Million 5.36%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2024

BUY
$27.97 - $31.42 $12,782 - $14,358
457 Added 0.7%
65,569 $2.03 Million
Q2 2024

Aug 14, 2024

BUY
$26.19 - $31.88 $680 - $828
26 Added 0.04%
65,112 $1.92 Million
Q1 2024

May 15, 2024

BUY
$27.05 - $31.93 $10,333 - $12,197
382 Added 0.59%
65,086 $2 Million
Q4 2023

Feb 13, 2024

BUY
$23.36 - $31.19 $159,805 - $213,370
6,841 Added 11.82%
64,704 $2 Million
Q3 2023

Nov 15, 2023

SELL
$19.39 - $26.71 $1,008 - $1,388
-52 Reduced 0.09%
57,863 $1.43 Million
Q2 2023

Aug 15, 2023

SELL
$18.91 - $21.91 $42,301 - $49,012
-2,237 Reduced 3.72%
57,915 $1.17 Million
Q1 2023

May 03, 2023

BUY
$18.2 - $22.16 $1.09 Million - $1.33 Million
60,152 New
60,152 $1.28 Million

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 $97.2B
  • 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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