CI Private Wealth »

Ubs Ag London Brh etracs ubs bloom shares owned by CI Private Wealth

Quarter-by-quarter ownership of Ubs Ag London Brh etracs ubs bloom (UCIB) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Ubs Ag London Brh etracs ubs bloom

Tip: Access up to 7 years of quarterly data

All positions including Ubs Ag London Brh etracs ubs bloom held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ubs Ag London Brh etracs ubs bloom by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $268k 10k 26.10
2024-03-31 $262k 10k 25.51
2023-12-31 $248k 10k 24.17
2023-06-30 $241k 10k 23.45
2023-03-31 $250k 10k 24.32
2022-12-31 $254k 10k 24.72

More positions owned by CI Private Wealth

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Visa Com Cl A (V)
UnitedHealth (UNH)

View all positions for CI Private Wealth

Top funds holding Ubs Ag London Brh etracs ubs bloom

Legacy Wealth Asset Management
Envestnet Asset Management
RHS Financial
Susquehanna International
Cambridge Investment Research Advisors
Jane Street
Bruce G. Allen Investments
Fisher Investments
CI Private Wealth
Dorsey & Whitney Trust Company
Morgan Stanley
Jpmorgan Chase & Co

View all funds holding Ubs Ag London Brh etracs ubs bloom