Ivc Wealth Advisors LLC Univest Financial Corp Transaction History
Ivc Wealth Advisors LLC
- $173 Million
- Q1 2024
A detailed history of Ivc Wealth Advisors LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 40,343 shares of UVSP stock, worth $896,421. This represents 0.49% of its overall portfolio holdings.
Number of Shares
40,343
Previous 40,737
0.97%
Holding current value
$896,421
Previous $897,000
6.47%
% of portfolio
0.49%
Previous 0.56%
Shares
11 transactions
Others Institutions Holding UVSP
# of Institutions
139Shares Held
19.2MCall Options Held
0Put Options Held
100-
Black Rock Inc. New York, NY3.39MShares$75.3 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.98MShares$43.9 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.57MShares$34.9 Million0.0% of portfolio
-
Richard Pzena Pzena Investment Management LLC1.32MShares$29.3 Million0.1% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A61.2MShares$26.6 Million0.02% of portfolio
About UNIVEST FINANCIAL Corp
- Ticker UVSP
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 29,242,500
- Market Cap $650M
- 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 ...