Ubs Group Ag Global X Fds S&P 500 Risk Mana Transaction History

Ubs Group Ag

$527 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$18.64 - $19.36 $20,429 - $21,218	1,096 New	1,096 $20,000
Q3 2023 Nov 09, 2023	BUY	$19.07 - $20.54 $1,373 - $1,478	72 New	72 $1,000
Q1 2023 May 12, 2023	SELL	$20.16 - $21.04 $33,949 - $35,431	-1,684 Reduced 60.6%	1,095 $22,000
Q4 2022 Feb 08, 2023	SELL	$20.43 - $21.4 $21,696 - $22,726	-1,062 Reduced 27.65%	2,779 $56,000
Q3 2022 Nov 10, 2022	BUY	$21.02 - $22.98 $37,268 - $40,743	1,773 Added 85.74%	3,841 $81,000
Q2 2022 Aug 10, 2022	BUY	$22.49 - $25.34 $46,509 - $52,403	2,068 New	2,068 $47,000
Q1 2022 May 16, 2022	SELL	$24.33 - $26.72 $2,043 - $2,244	-84 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$26.1 - $26.97 $2,192 - $2,265	84 New	84 $2,000

Others Institutions Holding XRMI

# of Institutions

18

Shares Held

735K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

297K
Shares

$5.63 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

108K
Shares

$2.04 Million
0.0% of portfolio
Envestnet Asset Management Inc

99.7K
Shares

$1.89 Million
0.0% of portfolio
Principal Securities, Inc. Des Moines, IA

95.4K
Shares

$1.81 Million
0.04% of portfolio
Founders Financial Alliance, LLC Raleigh, NC

33.1K
Shares

$627,860
0.18% of portfolio

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