WP Large Cap Income Plus Fund UBS Holdings History
WP Large Cap Income Plus Fund's UBS Group AG Holding Summary
As of 2025-02-28, WP Trust held 25,000.00 shares of UBS Group AG(UBS), totaling $857,250.00. This investment constitutes 3.55% of their stock portfolio, and WP Trust now holds 0% of the outstanding UBS Group AG(UBS) stock.
The initial trade took place in 2023Q3. And since then WP Large Cap Income Plus Fund has made 3 purchases of UBS, at an average price of $24.49, for a total of 25,000.00 shares. Based on historical transaction data and UBS's current price of $35.76, WP Large Cap Income Plus Fund's estimated gain on his UBS holdings is $281,700.00, reflecting a 46.01% gain to date.
WP Large Cap Income Plus Fund UBS ($35.76) Holding Chart
WP Large Cap Income Plus Fund UBS ($35.76) 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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