Savvy Advisors, Inc. Ubs Ag Transaction History
Savvy Advisors, Inc.
- $2.09 Billion
- Q3 2025
A detailed history of Savvy Advisors, Inc. transactions in Ubs Ag stock. As of the latest transaction made, Savvy Advisors, Inc. holds 26,798 shares of MLPB stock, worth $677,721. This represents 0.03% of its overall portfolio holdings.
Number of Shares
26,798
Previous 28,798
6.94%
Holding current value
$677,721
Previous $748,000
10.83%
% of portfolio
0.03%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding MLPB
# of Institutions
35Shares Held
9.9MCall Options Held
0Put Options Held
0-
Cibc Private Wealth Group, LLC3.2MShares$81 Million0.17% of portfolio
-
Cibc Bancorp Usa Inc. Chicago, IL3.11MShares$78.8 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA2.35MShares$59.5 Million0.01% of portfolio
-
Marion Wealth Management589KShares$14.9 Million3.56% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA149KShares$3.76 Million0.0% of portfolio