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GenTrust’s UBS Group UBS Stock Holding History

GenTrust’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,918
Closed -$293K – 229
2024
Q2 		$293K Buy
+9,918
New +$293K 0.02% 150