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UGI
37.71
USD
+0.12
0.32%
At close
Updated
Aug 24, 11:21 AM EDT
Pre-market
After hours
1 day
0.32%
5 days
6.44%
1 month
1.02%
3 months
5.16%
6 months
0.72%
Year to date
0.21%
1 year
7.37%
5 years
-18.57%
10 years
-16.83%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 401 |
NYLT
401
New York Life Trust
New York
| – | -$74.4K | -2,098 | Closed |
|
| 402 |
ACM
402
Americafirst Capital Management
Roseville,
California
| – | -$46.9K | -1,439 | Closed |
|
| 403 |
FNYS
403
First New York Securities
New York
| – | -$35.6K | -1,092 | Closed |
|
| 404 |
404
Creative Planning
Overland Park,
Kansas
| – | -$32K | -991 | Closed |
|
| 405 |
UFA
405
US Financial Advisors
Braintree,
Massachusetts
| – | -$19K | -571 | Closed |
|
| 406 |
QCG
406
Quadrant Capital Group
Cincinnati,
Ohio
| – | +$745 | +21 | New |
|