Savvy Advisors, Inc. Ubs Ag Transaction History
Savvy Advisors, Inc.
- $1.46 Billion
- Q2 2025
A detailed history of Savvy Advisors, Inc. transactions in Ubs Ag stock. As of the latest transaction made, Savvy Advisors, Inc. holds 28,798 shares of MLPB stock, worth $717,934. This represents 0.05% of its overall portfolio holdings.
Number of Shares
28,798
Previous 30,098
4.32%
Holding current value
$717,934
Previous $835,000
10.42%
% of portfolio
0.05%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding MLPB
# of Institutions
34Shares Held
6.72MCall Options Held
0Put Options Held
0-
Cibc Private Wealth Group, LLC3.2MShares$79.9 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA2.28MShares$56.8 Million0.01% of portfolio
-
Marion Wealth Management578KShares$14.4 Million3.83% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA150KShares$3.75 Million0.0% of portfolio
-
Mai Capital Management107KShares$2.67 Million0.02% of portfolio