Cassady Schiller Wealth Management, LLC Univest Financial Corp Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 17 shares of UVSP stock, worth $513. This represents 0.0% of its overall portfolio holdings.
Number of Shares
17Holding current value
$513% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding UVSP
# of Institutions
176Shares Held
20MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY3.36MShares$102 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.97MShares$59.7 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.63MShares$49.1 Million0.0% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A61.2MShares$36.4 Million0.03% of portfolio
-
Richard Pzena Pzena Investment Management LLC1.15MShares$34.7 Million0.12% of portfolio
About UNIVEST FINANCIAL Corp
- Ticker UVSP
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 29,242,500
- Market Cap $884M
- 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 ...