Legacy Wealth Asset Management, LLC UCIB Holdings History
Legacy Wealth Asset Management, LLC's UBS AG London Branch ZC SP ETN REDEEM 05/04/2038 USD 25 - Ser B Holding Summary
As of 2025-03-31, Legacy Wealth Asset Management, LLC held 137,105.00 shares of UBS AG London Branch ZC SP ETN REDEEM 05/04/2038 USD 25 - Ser B(UCIB), totaling $3.64 Mil. This investment constitutes 1.01% of their stock portfolio, and Legacy Wealth Asset Management, LLC now holds 14.43% of the outstanding UBS AG London Branch ZC SP ETN REDEEM 05/04/2038 USD 25 - Ser B(UCIB) stock.
The initial trade took place in 2021Q3. And since then Legacy Wealth Asset Management, LLC has made 9 purchases of UCIB, at an average price of $21.32, for a total of 182,828.00 shares. In addition, there have been 6 sales at an average price of $24.13 for 45,723.00 shares. Based on historical transaction data and UCIB's current price of $26.82, Legacy Wealth Asset Management, LLC's estimated gain on his UCIB holdings is $881,846.92, reflecting a 22.62% gain to date.
Legacy Wealth Asset Management, LLC UCIB ($26.82) Holding Chart
Legacy Wealth Asset Management, LLC UCIB ($26.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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