True Wealth Design, LLC Univest Financial Corp Transaction History
True Wealth Design, LLC
- $263 Billion
- Q1 2025
A detailed history of True Wealth Design, LLC transactions in Univest Financial Corp stock. As of the latest transaction made, True Wealth Design, LLC holds 11 shares of UVSP stock, worth $317. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11Holding current value
$317% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding UVSP
# of Institutions
187Shares Held
20MCall Options Held
400Put Options Held
0-
Black Rock Inc. New York, NY3.36MShares$97 Million0.0% of portfolio
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Dimensional Fund Advisors LP Austin, TX1.95MShares$56.3 Million0.01% of portfolio
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Vanguard Group Inc Valley Forge, PA1.7MShares$49 Million0.0% of portfolio
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Manufacturers Life Insurance Company, The Toronto, A61.28MShares$37 Million0.04% of portfolio
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Richard Pzena Pzena Investment Management LLC888KShares$25.7 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 $845M
- 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 ...