Ubs Group Ag Listed Fds Tr Trueshares Struc Transaction History

Ubs Group Ag

$452 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	SELL	$28.9 - $31.04 $404 - $434	-14 Reduced 20.9%	53 $1,000
Q1 2024 May 13, 2024	BUY	$27.5 - $30.04 $1,375 - $1,502	50 Added 294.12%	67 $2,000
Q4 2023 Feb 09, 2024	BUY	$26.7 - $29.85 $453 - $507	17 New	17 $0
Q4 2022 Feb 08, 2023	BUY	$23.32 - $25.53 $419 - $459	18 Added 1.35%	1,354 $33,000
Q3 2022 Nov 10, 2022	BUY	$23.34 - $26.12 $3,034 - $3,395	130 Added 10.78%	1,336 $31,000
Q2 2022 Aug 10, 2022	SELL	$23.37 - $27.18 $864 - $1,005	-37 Reduced 2.98%	1,206 $29,000
Q4 2021 Feb 14, 2022	BUY	$27.02 - $29.41 $33,585 - $36,556	1,243 New	1,243 $36,000

Others Institutions Holding MARZ

# of Institutions

19

Shares Held

429K

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

156K
Shares

$5.17 Million
0.05% of portfolio
Mid American Wealth Advisory Group, Inc. Kansas City, MO

73.7K
Shares

$2.45 Million
1.49% of portfolio
Weaver Consulting Group

55.8K
Shares

$1.85 Million
0.63% of portfolio
Lloyd Advisory Services, Llc. Suwanee, GA

53.1K
Shares

$1.76 Million
1.54% of portfolio
Creative One Wealth, LLC Overland Park, KS

25.6K
Shares

$847,626
0.03% of portfolio

About LISTED FDS TR TRUESHARES STRUC

Ticker MARZ
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