Ubs Group Ag American Centy ETF Tr Avantis Transaction History

Ubs Group Ag

$527 Billion
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$43.47 - $47.63 $4,694 - $5,144	108 Added 50.94%	320 $14,000
Q1 2023 May 12, 2023	SELL	$42.49 - $47.5 $53,664 - $59,992	-1,263 Reduced 85.63%	212 $9,000
Q4 2022 Feb 08, 2023	BUY	$37.62 - $44.13 $55,489 - $65,091	1,475 New	1,475 $62,000

Others Institutions Holding AVSE

# of Institutions

43

Shares Held

755K

Call Options Held

0

Put Options Held

0

Ci Private Wealth, LLC Miami, FL

150K
Shares

$7.75 Million
0.01% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

104K
Shares

$5.34 Million
0.55% of portfolio
Jane Street Group, LLC New York, NY

84.1K
Shares

$4.34 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

75.3K
Shares

$3.88 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

43.9K
Shares

$2.26 Million
0.0% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSE
Sector ETFs
Industry ETFs

More about AVSE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ubs Group Ag, based on Form 13F filings with the SEC.

News

Stay updated on Ubs Group Ag with notifications on news.