A detailed history of Venturi Wealth Management, LLC transactions in Ugi Corp stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 163 shares of UGI stock, worth $3,675. This represents 0.0% of its overall portfolio holdings.

Number of Shares
163
Previous 135 20.74%
Holding current value
$3,675
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$21.92 - $25.56 $613 - $715
28 Added 20.74%
163 $4,000
Q4 2023

Jan 23, 2024

BUY
$20.26 - $24.87 $2,735 - $3,357
135 New
135 $3,000

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $4.72B
  • Description
  • UGI Corporation distributes, stores, transports, and markets energy products and related services in the United States and internationally. The company operates through four segments: AmeriGas Propane, UGI International, Midstream & Marketing, and UGI Utilities. It distributes propane to approximately 1.4 million residential, commercial/indu...
More about UGI
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