A detailed history of Personal Cfo Solutions, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 28,578 shares of UBS stock, worth $909,637. This represents 0.13% of its overall portfolio holdings.

Number of Shares
28,578
Previous 29,694 3.76%
Holding current value
$909,637
Previous $877,000 0.68%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Nov 14, 2024

SELL
$27.97 - $31.42 $31,214 - $35,064
-1,116 Reduced 3.76%
28,578 $883,000
Q2 2024

Aug 09, 2024

BUY
$26.19 - $31.88 $4,452 - $5,419
170 Added 0.58%
29,694 $877,000
Q1 2024

May 13, 2024

BUY
$27.05 - $31.93 $798,624 - $942,701
29,524 New
29,524 $906,000

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 $101B
  • 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
Track This Portfolio

Track Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.