Ubs Group shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in Ubs Group
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Quarterly reported holdings in Ubs Group by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $223k | 7.3k | 30.32 |
| 2024-09-30 | $227k | 7.3k | 30.91 |
| 2024-06-30 | $204k | 6.9k | 29.54 |
| 2024-03-31 | $212k | 6.9k | 30.72 |
| 2023-12-31 | $221k | 7.2k | 30.90 |
| 2023-09-30 | $207k | 8.4k | 24.65 |