Ubs Group Ag Zacks Tr Earnings Constant Por Transaction History

Ubs Group Ag

$527 Billion
Q4 2024

A detailed history of Ubs Group Ag transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Ubs Group Ag holds 1,265 shares of ZECP stock, worth $37,937. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,265

Holding current value

$37,937

% of portfolio

0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$30.35 - $32.25 $38,392 - $40,796	1,265 New	1,265 $38,000
Q2 2024 Aug 13, 2024	SELL	$26.83 - $29.04 $1,046 - $1,132	-39 Reduced 22.29%	136 $3,000
Q1 2024 May 13, 2024	SELL	$25.82 - $28.1 $619 - $674	-24 Reduced 12.06%	175 $4,000
Q4 2023 Feb 09, 2024	BUY	$23.22 - $26.19 $4,620 - $5,211	199 New	199 $5,000
Q2 2023 Aug 11, 2023	BUY	$23.5 - $25.02 $20,280 - $21,592	863 New	863 $21,000
Q4 2022 Feb 08, 2023	BUY	$21.15 - $24.43 $43,992 - $50,814	2,080 New	2,080 $48,000
Q2 2022 Aug 10, 2022	BUY	$21.5 - $25.65 $10,750 - $12,825	500 New	500 $11,000

Others Institutions Holding ZECP

# of Institutions

Shares Held

5.04M

Call Options Held

Put Options Held

Menard Financial Group LLC Houston, TX

1.16M
Shares

$34.9 Million
22.09% of portfolio
Advisory Services Network, LLC

1.03M
Shares

$31 Million
0.61% of portfolio
Kowal Investment Group, LLC Waukesha, WI

488K
Shares

$14.6 Million
2.8% of portfolio
Arete Wealth Advisors, LLC Chicago, IL

301K
Shares

$9.02 Million
0.66% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

283K
Shares

$8.49 Million
0.22% of portfolio

View Full List

About ZACKS TR EARNINGS CONSTANT POR

Ticker ZECP
Sector ETFs
Industry ETFs

More about ZECP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ubs Group Ag, based on Form 13F filings with the SEC.

News

Stay updated on Ubs Group Ag with notifications on news.

Account