A detailed history of Mission Wealth Management, LP transactions in Ubs Group Ag stock. As of the latest transaction made, Mission Wealth Management, LP holds 11,251 shares of UBS stock, worth $340,680. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,251
Previous 12,122 7.19%
Holding current value
$340,680
Previous $358,000 3.07%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 31, 2024

SELL
$27.97 - $31.42 $24,361 - $27,366
-871 Reduced 7.19%
11,251 $347,000
Q2 2024

Aug 02, 2024

BUY
$26.19 - $31.88 $71,079 - $86,522
2,714 Added 28.85%
12,122 $358,000
Q1 2024

Apr 30, 2024

BUY
$27.05 - $31.93 $254,486 - $300,397
9,408 New
9,408 $289,000

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 $96.4B
  • 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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