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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 |
|
|---|---|---|---|---|---|---|
| 201 |
BWL
201
Bogart Wealth LLC
Mclean,
Virginia
| – | -$7.51K | -250 | Closed |
|
| 202 |
CMBA
202
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$5.05K | -168 | Closed |
|
| 203 |
WA
203
Whipplewood Advisors
Littleton,
Colorado
| – | -$2.61K | -87 | Closed |
|
| 204 |
PWA
204
Physician Wealth Advisors
Midvale,
Utah
| – | -$721 | -24 | Closed |
|
| 205 |
HWM
205
Hemington Wealth Management
Falls Church,
Virginia
| – | -$491 | -16 | -64% |
|
| 206 |
TPWA
206
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$30 | -1 | Closed |
|