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Ubiquiti shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Ubiquiti (UI) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Ubiquiti

Tip: Access up to 7 years of quarterly data

All positions including Ubiquiti held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubiquiti by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $14k 100 139.56
2023-12-31 $14k 100 139.56

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iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
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Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Ubiquiti

BlackRock
SW Investment Management
Bank of New York Mellon
Morgan Stanley
Vanguard Group
Voloridge Investment Management
First Trust Advisors
Squarepoint Ops
Geode Capital Management
Citadel Advisors
Barclays
Charles Schwab Investment Management
Logan Capital Management
Bank of America Corporation
CLARET ASSET MANAGEMENT Corp

View all funds holding Ubiquiti