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MLPBMLPB
7 quarters

Position history for Creative PlanningCreative Planning's holdings in UBS AG LONDON BRANCH

Creative Planning holds 9,390 shares of MLPB (UBS AG LONDON BRANCH), worth $270,461 as of 2026-Q2. The position was increased (+16.8% shares). MLPB represents 0.0% of Creative Planning's portfolio.

Current Value

$270,461

Current Shares

9,390

Total Value Change

+$206,576

Total Shares Change

+6,853

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
9,390
+16.8%
$270,4610.0%$28.38
27
2026-Q1
Decreased
8,041
-8.1%
$233,4390.0%$29.00
0
2025-Q4
Decreased
8,747
-22.5%
$221,3200.0%$24.94
0
2025-Q3
Unchanged
11,284
0.0%
$281,9890.0%$24.14
0
2025-Q2
Increased
11,284
+29.0%
$293,4390.0%$24.78
29
2025-Q1
Increased
8,747
+244.8%
$242,7640.0%$26.08
37
2024-Q4
New
2,537
-
$63,8850.0%$23.08
29

Other major holders of MLPB: CIBC Private Wealth Group LLC, CIBC Bancorp USA Inc.

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