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Ubs Ag London Brh etracs wf bus de shares owned by Change Path

Quarter-by-quarter ownership of Ubs Ag London Brh etracs wf bus de (BDCZ) shares owned by Change Path from 13F filings

Historical chart of Change Path investment in Ubs Ag London Brh etracs wf bus de

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Quarterly reported holdings in Ubs Ag London Brh etracs wf bus de by Change Path

Quarter filed Position value Share count Share price at filing
2024-06-30 $472k 23k 20.18
2024-03-31 $421k 22k 19.54
2023-12-31 $387k 20k 18.96
2023-06-30 $382k 22k 17.65
2023-03-31 $324k 19k 17.00
2022-12-31 $255k 15k 16.69
2022-09-30 $213k 14k 15.53
2022-06-30 $240k 14k 17.24
2022-03-31 $282k 14k 20.38
2021-12-31 $291k 15k 20.10
2021-09-30 $295k 15k 19.60

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Top funds holding Ubs Ag London Brh etracs wf bus de

Kingswood Wealth Advisors
Change Path
Lindbrook Capital
Proequities
Morgan Stanley
Geneos Wealth Management
Wells Fargo & Company

View all funds holding Ubs Ag London Brh etracs wf bus de