Whipplewood Advisors, LLC's ownership history for UBS

Whipplewood Advisors, LLC currently holds 635 shares with a market value of $24.8K. It started holding UBS on 2024-12-31. At its peak, it held 716 shares on 2024-12-31. Its highest holding value was $24.8K on 2026-03-31. At its lowest, it held 72 shares on 2025-03-31, with a value of $21.7K on 2024-12-31. In the recent 180 days, Whipplewood Advisors, LLC has increased its shares by 563.