Bogart Wealth, LLC Univest Financial Corp Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Bogart Wealth, LLC holds 500 shares of UVSP stock, worth $15,445. This represents 0.0% of its overall portfolio holdings.
Number of Shares
500Holding current value
$15,445% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding UVSP
# of Institutions
164Shares Held
19.5MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY3.36MShares$104 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.97MShares$60.9 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.66MShares$51.2 Million0.0% of portfolio
-
Richard Pzena Pzena Investment Management LLC1.15MShares$35.5 Million0.12% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A61.13MShares$34.9 Million0.03% of portfolio
About UNIVEST FINANCIAL Corp
- Ticker UVSP
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 29,242,500
- Market Cap $903M
- Description
- Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination ...