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Univest Financial
UVSP
UVSP
40.90
USD
-0.36
0.87%
At close
Updated
Oct 9, 4:00 PM EDT
Pre-market
After hours
40.90
0.00
0%
1 day
-0.87%
5 days
-2.01%
1 month
-3.15%
3 months
-6.71%
6 months
8.75%
Year to date
26.7%
1 year
38.41%
5 years
43.96%
10 years
72.07%
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 |
|
|---|---|---|---|---|---|---|
| 176 |
CPA
176
Capital Performance Advisors
Walnut Creek,
California
| – | -$25.4K | -901 | Closed |
|
| 177 |
NC
177
nVerses Capital
Wellington,
Florida
| – | -$22.5K | -800 | Closed |
|
| 178 |
IAIM
178
International Assets Investment Management
Orlando,
Florida
| – | -$1.46K | -52 | Closed |
|
| 179 |
TWD
179
True Wealth Design
Akron,
Ohio
| – | -$873 | -31 | Closed |
|
| 180 |
RTC
180
Riverview Trust Company
Vancouver,
Washington
| – | -$788 | -28 | Closed |
|
| 181 |
C
181
Covestor
London,
United Kingdom
| – | -$505 | -17 | -59% |
|
| 182 |
BTI
182
Blue Trust Inc
Alpharetta,
Georgia
| – | -$342 | -15 | Closed |
|