Wealthspire Advisors, L.P. - UBS AG JERSEY BRH ownership

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of UBS AG JERSEY BRH
ValueSharesWeighting
Q3 2020$117,000
-18.2%
12,4780.0%0.00%
-60.0%
Q2 2020$143,000
+40.2%
12,4780.0%0.01%
+11.1%
Q1 2020$102,000
-57.9%
12,4780.0%0.01%
-43.8%
Q4 2019$242,00012,4780.02%
Other shareholders
UBS AG JERSEY BRH shareholders Q3 2023
NameSharesValueWeighting ↓
Glassman Wealth Services 528,012$21,437,00015.54%
INTEGRATED WEALTH COUNSEL, LLC 271,173$11,010,00013.24%
ASPIRIANT, LLC 2,342,751$95,116,00012.72%
Homrich & Berg 2,222,215$90,222,0009.14%
ARS Wealth Advisors, LLC 501,382$20,356,0008.81%
Mosaic Financial Partners, Inc. 278,022$11,287,0007.66%
Diversified Trust Co 1,526,379$61,971,0005.61%
NBW CAPITAL LLC 539,999$21,924,0005.03%
ALESCO ADVISORS LLC 802,107$32,566,0003.07%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 211,188$8,574,0002.85%
View complete list of UBS AG JERSEY BRH shareholders