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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:
 |
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 :
|
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
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  JOHNSON INVESTMENT COUNSEL INC |
319 |
- |
2024-03-31 |
1,769 |
$1,492,000 |
0 |
|
| CREATIVE PLANNING |
1254 |
- |
2024-03-31 |
1,339 |
$1,129,000 |
0 |
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| MCCORMACK ADVISORS INTERNATIONAL |
555 |
- |
2024-03-31 |
1,030 |
$869,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1084 |
- |
2024-03-31 |
914 |
$771,000 |
0 |
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| Householder Group Estate & Retirement Specialist L |
97 |
- |
2024-03-31 |
855 |
$721,000 |
0 |
|
| Amussen Hunsaker & Associates LLC |
47 |
- |
2024-03-31 |
818 |
$690,000 |
0 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1559 |
- |
2024-03-31 |
608 |
$513,000 |
0 |
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| PNC FINANCIAL SERVICES GROUP INC |
1655 |
- |
2024-03-31 |
486 |
$410,000 |
0 |
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| CALAMOS WEALTH MANAGEMENT LLC |
199 |
- |
2024-03-31 |
466 |
$393,000 |
0 |
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| RAYMOND JAMES & ASSOCIATES |
3175 |
- |
2024-03-31 |
462 |
$390,000 |
0 |
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| Atlantic Trust Group LLC |
910 |
- |
2024-03-31 |
439 |
$369,000 |
0 |
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| Howard Capital Management Inc. |
67 |
- |
2024-03-31 |
397 |
$335,000 |
0 |
|
| H D Vest Advisory Services |
1298 |
- |
2024-03-31 |
349 |
$294,000 |
0 |
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| Centric Wealth Management |
120 |
- |
2024-03-31 |
382 |
$293,000 |
0 |
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| HIGHTOWER ADVISORS, LLC |
2660 |
- |
2024-03-31 |
343 |
$288,000 |
0 |
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| David J Yvars Group |
64 |
- |
2024-03-31 |
307 |
$259,000 |
0 |
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| CRA Financial Services LLC |
203 |
- |
2024-03-31 |
303 |
$256,000 |
0 |
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| Kestra Advisory Services LLC |
2111 |
- |
2024-03-31 |
297 |
$251,000 |
0 |
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| Personal Capital Advisors Corp |
435 |
- |
2022-12-31 |
607 |
$230,000 |
0 |
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| ADVISORY SERVICES NETWORK, LLC |
1271 |
- |
2024-03-31 |
270 |
$228,000 |
0 |
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| FIFTH THIRD BANCORP |
1042 |
- |
2024-03-31 |
170 |
$143,000 |
0 |
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| WASHINGTON TRUST CO |
385 |
- |
2024-03-31 |
92 |
$78,000 |
0 |
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| Mine & Arao Wealth Creation & Management LLC. |
138 |
- |
2024-03-31 |
69 |
$58,000 |
0 |
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| TRUST CO OF VERMONT |
511 |
- |
2024-03-31 |
50 |
$42,000 |
0 |
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| PROEQUITIES INC. |
5508 |
- |
2024-03-31 |
0 |
$0 |
0 |
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25 Records found
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1
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Page 1 of 1 |
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