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CreativeOne Wealth’s UGI UGI Stock Holding History

CreativeOne Wealth’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$280K Buy
7,687
+1,056
+16% +$38.5K 0.01% 947
2025
Q1 		$219K Buy
+6,631
New +$219K 0.01% 970