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 $748,172. This represents 0.05% of its overall portfolio holdings.
Number of Shares
28,798
Previous 30,098
4.32%
Holding current value
$748,172
Previous $835,000
10.42%
% of portfolio
0.05%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding MLPB
# of Institutions
32Shares Held
6.63MCall Options Held
0Put Options Held
0-
Cibc Private Wealth Group, LLC3.2MShares$83.2 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$56.9 Million0.01% of portfolio
-
Marion Wealth Management578KShares$15 Million3.83% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA154KShares$4 Million0.0% of portfolio
-
Mai Capital Management107KShares$2.78 Million0.02% of portfolio