Atria Wealth Solutions’s Univest Financial UVSP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$416K Hold
13,859
0.01% 1000
2025
Q1
$393K Hold
13,859
﹤0.01% 1312
2024
Q4
$409K Hold
13,859
﹤0.01% 1358
2024
Q3
$390K Buy
+13,859
New +$390K ﹤0.01% 1355