Ubs Group Ag Ea Series Trust Sparkline Inta Transaction History

Ubs Group Ag

$555 Billion
Q2 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$29.47 - $32.86 $38,340 - $42,750	1,301 New	1,301 $38,000
Q3 2024 Nov 14, 2024	BUY	$27.03 - $30.35 $6,811 - $7,648	252 New	252 $7,000
Q1 2024 May 13, 2024	SELL	$26.11 - $29.0 $12,976 - $14,413	-497 Reduced 90.69%	51 $1,000
Q4 2023 Feb 09, 2024	BUY	$22.11 - $26.9 $12,116 - $14,741	548 New	548 $14,000
Q1 2023 May 12, 2023	BUY	$20.15 - $23.3 $32,300 - $37,349	1,603 Added 1619.19%	1,702 $38,000
Q4 2022 Feb 08, 2023	SELL	$18.77 - $21.73 $16,667 - $19,296	-888 Reduced 89.97%	99 $1,000
Q3 2022 Nov 10, 2022	SELL	$18.79 - $23.2 $1,653 - $2,041	-88 Reduced 8.19%	987 $19,000
Q2 2022 Aug 10, 2022	SELL	$19.72 - $25.37 $22,678 - $29,175	-1,150 Reduced 51.69%	1,075 $22,000
Q1 2022 May 16, 2022	BUY	$23.07 - $26.88 $49,023 - $57,120	2,125 Added 2125.0%	2,225 $56,000
Q4 2021 Feb 14, 2022	BUY	$24.64 - $27.06 $2,464 - $2,706	100 New	100 $3,000

Others Institutions Holding ITAN

# of Institutions

13

Shares Held

1.2M

Call Options Held

0

Put Options Held

0

Revolve Wealth Partners, LLC

800K
Shares

$27.8 Million
3.47% of portfolio
Philip James Wealth Mangement, LLC Milton, GA

264K
Shares

$9.15 Million
1.07% of portfolio
Proficio Capital Partners LLC Newton, MA

43.3K
Shares

$1.5 Million
0.01% of portfolio
New Edge Advisors, LLC New Orleans, LA

38.5K
Shares

$1.34 Million
0.01% of portfolio
Wealth Effects LLC

19.5K
Shares

$677,248
0.25% of portfolio

About EA SERIES TRUST SPARKLINE INTA

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