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Private Ocean, LLC

SEC CIK
0001601742
Latest filing
Jul 30, 2024

UBS holding history

UBS Group AG in every 13F filed by Private Ocean, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UBS overviewAll 13F holders of UBSFull Q2 2024 holdings

Shares (Q2 2024)
367
Value
$10.8K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2024
Holdings of UBS by Private Ocean, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2024367$10.8K<0.1%+367NewHolders