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UGI
36.94
USD
+0.29
0.79%
At close
Updated
Oct 8, 4:00 PM EDT
Pre-market
After hours
36.81
-0.13
0.35%
1 day
0.79%
5 days
1.18%
1 month
-3.48%
3 months
3.79%
6 months
-2.25%
Year to date
-1.83%
1 year
14.15%
5 years
-16.44%
10 years
-16.24%
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 |
KM
576
Kalos Management
Alpharetta,
Georgia
| – | -$1.91K | -55 | Closed |
|
| 577 |
PB
577
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$1.43K | -41 | Closed |
|
| 578 |
SC
578
Schubert & Co
Mckinney,
Texas
| – | -$1.39K | -40 | Closed |
|
| 579 |
CFO
579
CVA Family Office
Denver,
Colorado
| – | -$1.22K | -35 | Closed |
|
| 580 |
SWM
580
Sugarloaf Wealth Management
Duluth,
Georgia
| – | -$904 | -26 | Closed |
|
| 581 |
FMP
581
Financial Management Professionals
Austin,
Texas
| – | -$1K | -15 | Closed |
|
| 582 |
JFA
582
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$383 | -11 | Closed |
|
| 583 |
SL
583
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$348 | -10 | Closed |
|
| 584 |
AWM
584
Accel Wealth Management
Waverly,
Iowa
| – | -$177 | -5 | Closed |
|
| 585 |
AW
585
Avion Wealth
The Woodlands,
Texas
| – | +$152 | +5 | +38% |
|