Ivc Wealth Advisors LLC Univest Financial Corp Transaction History
Ivc Wealth Advisors LLC
- $177 Million
- Q4 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 40,107 shares of UVSP stock, worth $1.24 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
40,107
Previous 40,107
-0.0%
Holding current value
$1.24 Million
Previous $1.13 Million
4.88%
% of portfolio
0.67%
Previous 0.62%
Shares
12 transactions
Others Institutions Holding UVSP
# of Institutions
176Shares Held
20MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY3.36MShares$104 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.97MShares$61 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.63MShares$50.3 Million0.0% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A61.2MShares$37.2 Million0.03% of portfolio
-
Richard Pzena Pzena Investment Management LLC1.15MShares$35.5 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 $904M
- 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 ...