Ubs Group Ag Impact Shs Fds I Tr Naacp Mino 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	BUY	$36.3 - $39.76 $69,514 - $76,140	1,915 New	1,915 $75,000
Q4 2023 Feb 09, 2024	BUY	$29.41 - $34.06 $23,204 - $26,873	789 Added 39450.0%	791 $26,000
Q3 2023 Nov 09, 2023	BUY	$30.76 - $33.03 $61 - $66	2 New	2 $0
Q3 2022 Nov 10, 2022	BUY	$25.95 - $31.38 $20,656 - $24,978	796 Added 1990.0%	836 $22,000
Q2 2022 Aug 10, 2022	BUY	$26.9 - $33.89 $1,076 - $1,355	40 New	40 $1,000
Q1 2022 May 16, 2022	SELL	$30.73 - $36.04 $57,618 - $67,575	-1,875 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$32.53 - $36.67 $60,993 - $68,756	1,875 New	1,875 $67,000

Others Institutions Holding NACP

# of Institutions

27

Shares Held

557K

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

150K
Shares

$6.34 Million
0.01% of portfolio
Betterment LLC New York, NY

100K
Shares

$4.23 Million
0.01% of portfolio
Momentum Advisors, LLC

73.4K
Shares

$3.1 Million
2.02% of portfolio
Clearstead Advisors, LLC Cleveland, OH

49.3K
Shares

$2.08 Million
0.03% of portfolio
Westfuller Advisors, LLC New York, NY

26.2K
Shares

$1.1 Million
0.78% of portfolio

About IMPACT SHS FDS I TR NAACP MINO

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