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 $940,719. This represents 0.07% of its overall portfolio holdings.
Number of Shares
19,517
Previous 16,298
19.75%
Holding current value
$940,719
Previous $891,000
19.75%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
730Shares Held
207MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.71 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$864 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$621 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$289 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$277 Million10.91% of portfolio