Univest Financial Corp Spdr Portfolio Transaction History
Univest Financial Corp
- $1.53 Billion
- Q4 2024
A detailed history of Univest Financial Corp transactions in Spdr Portfolio stock. As of the latest transaction made, Univest Financial Corp holds 19,517 shares of SPMD stock, worth $1.1 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
19,517
Previous 16,298
19.75%
Holding current value
$1.1 Million
Previous $891,000
19.75%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
714Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.33 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$725 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$338 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio