A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 104,905 shares of UBS stock, worth $3.29 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
104,905
Previous 34,627 202.96%
Holding current value
$3.29 Million
Previous $1.02 Million 217.22%
% of portfolio
0.01%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$27.97 - $31.42 $1.97 Million - $2.21 Million
70,278 Added 202.96%
104,905 $3.24 Million
Q2 2024

Jul 16, 2024

BUY
$26.19 - $31.88 $296,680 - $361,136
11,328 Added 48.62%
34,627 $1.02 Million
Q1 2024

Apr 15, 2024

SELL
$27.05 - $31.93 $214,533 - $253,236
-7,931 Reduced 25.4%
23,299 $715,000
Q4 2023

Jan 30, 2024

BUY
$23.36 - $31.19 $112,501 - $150,211
4,816 Added 18.23%
31,230 $965,000
Q3 2023

Nov 13, 2023

BUY
$19.39 - $26.71 $251,333 - $346,215
12,962 Added 96.36%
26,414 $651,000
Q1 2023

Apr 25, 2023

BUY
$18.2 - $22.16 $244,826 - $298,096
13,452 New
13,452 $287,000

Others Institutions Holding UBS

About UBS Group AG


  • Ticker UBS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,182,350,080
  • Market Cap $99.9B
  • Description
  • UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, and lending solutions...
More about UBS
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