Ubs Group Ag Investment Managers Ser Tr Ii Transaction History

Ubs Group Ag

$527 Billion
Q4 2024

A detailed history of Ubs Group Ag transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Ubs Group Ag holds 12 shares of CHGX stock, worth $454. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$454

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$37.97 - $40.45 $455 - $485	12 New	12 $0
Q1 2024 May 13, 2024	BUY	$32.56 - $36.68 $97 - $110	3 New	3 $0
Q3 2023 Nov 09, 2023	BUY	$29.44 - $32.11 $5,623 - $6,133	191 Added 7.06%	2,898 $85,000
Q2 2023 Aug 11, 2023	BUY	$28.32 - $31.27 $60,972 - $67,324	2,153 Added 388.63%	2,707 $84,000
Q1 2023 May 12, 2023	BUY	$27.06 - $29.62 $14,991 - $16,409	554 New	554 $15,000

Others Institutions Holding CHGX

# of Institutions

Shares Held

1.38M

Call Options Held

Put Options Held

Pfg Investments, LLC Woodbury, NY

269K
Shares

$10.2 Million
0.64% of portfolio
Wcg Wealth Advisors LLC Las Vegas, NV

256K
Shares

$9.7 Million
0.69% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

133K
Shares

$5.04 Million
0.14% of portfolio
Natural Investments, LLC

88.9K
Shares

$3.37 Million
1.05% of portfolio
Westfuller Advisors, LLC New York, NY

83.2K
Shares

$3.15 Million
2.01% of portfolio

View Full List

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