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Ubs Ag London Brh etracs aler m shares owned by Creative Planning

Quarter-by-quarter ownership of Ubs Ag London Brh etracs aler m (MLPB) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Ubs Ag London Brh etracs aler m

Tip: Access up to 7 years of quarterly data

All positions including Ubs Ag London Brh etracs aler m held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Ag London Brh etracs aler m by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $221k 8.7k 25.30
2025-09-30 $282k 11k 24.99
2025-06-30 $293k 11k 26.00
2025-03-31 $243k 8.7k 27.75
2024-12-31 $64k 2.5k 25.18

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Top funds holding Ubs Ag London Brh etracs aler m

Atlantic Trust
Wells Fargo & Company
Marion Wealth Management
Pnc Financial Services
MAI Wealth Advisors
MBL Wealth
Savvy Advisors
Wealth Enhancement Advisory Services
Diversified Trust Company
Fifth Third Bancorp
Citadel Advisors
IFP Advisors
LPL Financial
Callan Family Office
FineMark National Bank & Trust

View all funds holding Ubs Ag London Brh etracs aler m