Creative Planning Univest Financial Corp Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Univest Financial Corp stock. As of the latest transaction made, Creative Planning holds 54,132 shares of UVSP stock, worth $1.57 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
54,132
Previous 40,220
34.59%
Holding current value
$1.57 Million
Previous $918,000
65.9%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding UVSP
# of Institutions
159Shares Held
19.6MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY3.36MShares$97.6 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.97MShares$57.3 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.66MShares$48.1 Million0.0% of portfolio
-
Richard Pzena Pzena Investment Management LLC1.19MShares$34.6 Million0.11% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A61.13MShares$32.8 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 $849M
- 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 ...