A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Ubs Group Ag stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 16 shares of UBS stock, worth $516. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16
Previous 29 44.83%
Holding current value
$516
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 18, 2024

SELL
$27.97 - $31.42 $363 - $408
-13 Reduced 44.83%
16 $0
Q2 2024

Jul 26, 2024

BUY
$26.19 - $31.88 $314 - $382
12 Added 70.59%
29 $0
Q1 2024

Jul 26, 2024

SELL
$27.05 - $31.93 $378 - $447
-14 Reduced 45.16%
17 $1,000
Q1 2024

May 03, 2024

BUY
$27.05 - $31.93 $405 - $478
15 Added 93.75%
31 $1,000
Q4 2022

Jan 30, 2023

BUY
$13.98 - $18.8 $223 - $300
16 New
16 $0

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 $103B
  • 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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