AWM
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Angeles Wealth Management’s UBS Group UBS Stock Holding History

Angeles Wealth Management’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-19,025
Closed -$386K – 239
2023
Q2 		$386K Buy
+19,025
New +$386K 0.05% 120