True Wealth Design, LLC Univest Financial Corp Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 2024
A detailed history of True Wealth Design, LLC transactions in Univest Financial Corp stock. As of the latest transaction made, True Wealth Design, LLC holds 31 shares of UVSP stock, worth $925. This represents 0.0% of its overall portfolio holdings.
Number of Shares
31Holding current value
$925% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding UVSP
# of Institutions
159Shares Held
19.6MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY3.36MShares$100 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.97MShares$58.9 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.66MShares$49.5 Million0.0% of portfolio
-
Richard Pzena Pzena Investment Management LLC1.19MShares$35.5 Million0.11% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A61.13MShares$33.7 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 $873M
- 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 ...