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Bison Wealth’s Univest Financial UVSP Stock Holding History

Bison Wealth’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$550K Hold
18,630
– – 0.12% 145
2024
Q3 		$524K Buy
+18,630
New +$524K 0.08% 230