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My Recent Searches
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Ubs Ag Fi Enhanced Large Cap Growth (FBGX) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
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34 5 |
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Total
shares held :
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25,034 |
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% of shares
held :
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9.1% |
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Changes In:
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New/increased
positions vs
old/decreased
positions :
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10 |
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Amount
of shares held :
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3,735 |
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% of shares
held change :
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1.36% |
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Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
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Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Catalina Capital Group LLC |
181 |
*New |
2024-03-31 |
340 |
$287,000 |
340 |
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FIRST AMERICAN TRUST CO |
196 |
*New |
2024-03-31 |
268 |
$226,000 |
268 |
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Fort Point Capital Partners LLC |
298 |
*New |
2024-03-31 |
252 |
$213,000 |
252 |
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EMPIRICAL FINANCIAL SERVICES, LLC |
505 |
*New |
2024-03-31 |
246 |
$207,000 |
246 |
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Empower Advisory Group LLC |
487 |
*New |
2024-03-31 |
241 |
$203,000 |
241 |
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TRUEPOINT, INC. |
121 |
*New |
2024-03-31 |
241 |
$203,000 |
241 |
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Claybrook Capital LLC |
132 |
*New |
2023-09-30 |
18,658 |
$174,000 |
18,658 |
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Farther Finance Advisors LLC |
1220 |
*New |
2024-03-31 |
54 |
$45,000 |
54 |
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8 Records found
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1
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Page 1 of 1 |
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