Ubs Group shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in Ubs Group
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All positions including Ubs Group held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ubs Group by Envestnet Portfolio Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.0M | 64k | 30.72 |
2023-12-31 | $2.2M | 71k | 30.90 |
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