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UGI
37.59
USD
-0.30
0.79%
At close
Updated
Aug 21, 4:00 PM EDT
Pre-market
After hours
37.58
-0.01
0.03%
1 day
-0.79%
5 days
6.79%
1 month
3.01%
3 months
4.88%
6 months
0.37%
Year to date
-0.11%
1 year
8.05%
5 years
-19.27%
10 years
-17.38%
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 |
|
|---|---|---|---|---|---|---|
| 576 |
FGAM
576
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$1.8K | -37 | Closed |
|
| 577 |
NMG
577
New Millennium Group
Sandy,
Utah
| – | -$927 | -25 | Closed |
|
| 578 |
DWP
578
Destiny Wealth Partners
Tavares,
Florida
| – | -$519 | -14 | Closed |
|
| 579 |
FA
579
Fiduciary Alliance
Greenville,
South Carolina
| – | -$519 | -14 | Closed |
|
| 580 |
SWA
580
Sutton Wealth Advisors
Tampa,
Florida
| – | -$408 | -11 | Closed |
|
| 581 |
CAS
581
Coppell Advisory Solutions
Coppell,
Texas
| – | -$148 | -4 | Closed |
|
| 582 |
CASC
582
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$148 | -4 | Closed |
|
| 583 |
AW
583
Avion Wealth
The Woodlands,
Texas
| – | +$493 | +13 | New |
|