Bogart Wealth, LLC Univest Financial Corp Transaction History
Bogart Wealth, LLC
- $2.32 Billion
- Q2 2025
A detailed history of Bogart Wealth, LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Bogart Wealth, LLC holds 250 shares of UVSP stock, worth $7,505. This represents 0.0% of its overall portfolio holdings.
Number of Shares
250
Previous 500
50.0%
Holding current value
$7,505
Previous $14,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding UVSP
# of Institutions
186Shares Held
20MCall Options Held
400Put Options Held
0-
Black Rock Inc. New York, NY3.36MShares$101 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.91MShares$57.3 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.73MShares$51.8 Million0.0% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A61.28MShares$38.5 Million0.04% of portfolio
-
Richard Pzena Pzena Investment Management LLC888KShares$26.7 Million0.09% of portfolio
About UNIVEST FINANCIAL Corp
- Ticker UVSP
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 29,242,500
- Market Cap $878M
- Description
- Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination ...