Legacy Wealth Asset Management, LLC Ubs Ag Transaction History
Legacy Wealth Asset Management, LLC
- $337 Million
- Q3 2024
A detailed history of Legacy Wealth Asset Management, LLC transactions in Ubs Ag stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 116,839 shares of UCIB stock, worth $2.99 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
116,839
Previous 121,421
3.77%
Holding current value
$2.99 Million
Previous $3.17 Million
4.26%
% of portfolio
0.9%
Previous 0.98%
Shares
16 transactions
Others Institutions Holding UCIB
# of Institutions
15Shares Held
445KCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc113KShares$2.89 Million0.0% of portfolio
-
Rhs Financial, LLC109KShares$2.8 Million1.47% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA26.4KShares$674,3650.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.24.1KShares$616,9890.0% of portfolio
-
Bruce G. Allen Investments, LLC Denver, CO16.5KShares$423,0420.33% of portfolio