Bergan Kdv Wealth Management, LLC Ugi Corp Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ugi Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 219 shares of UGI stock, worth $7,629. This represents 0.0% of its overall portfolio holdings.
Number of Shares
219
Previous 742
70.49%
Holding current value
$7,629
Previous $25,000
80.0%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding UGI
# of Institutions
644Shares Held
185MCall Options Held
721KPut Options Held
2.9M-
Black Rock Inc. New York, NY27.6MShares$963 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA24.3MShares$846 Million0.01% of portfolio
-
State Street Corp Boston, MA9.47MShares$330 Million0.01% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA6.37MShares$222 Million0.74% of portfolio
-
Lsv Asset Management Chicago, IL5.89MShares$205 Million0.43% of portfolio
About UGI CORP
- Ticker UGI
- Exchange NYSE
- Sector Utilities
- Industry Utilities—Regulated Gas
- Shares Outstandng 209,380,992
- Market Cap $7.29B
- Description
- UGI Corporation distributes, stores, transports, and markets energy products and related services in the United States and internationally. The company operates through four segments: AmeriGas Propane, UGI International, Midstream & Marketing, and UGI Utilities. It distributes propane to approximately 1.4 million residential, commercial/indu...