Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNIVEST FINANCIAL CORP | 02-06-2024 | 12-31-2023 | 204 | 338,137,626 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WALMART INC | COM | 101 | $322,079 | 2,043 | 0.00 | 0.00 | -129 | -5.94 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 102 | $318,102 | 666 | 0.00 | 0.00 | 36 | 5.71 | 12-31-2023 |
| ADOBE INC | COM | 103 | $310,829 | 521 | 0.00 | 0.00 | 30 | 6.11 | 12-31-2023 |
| UNITED RENTALS INC | COM | 104 | $309,647 | 540 | 0.00 | 0.00 | -120 | -18.18 | 12-31-2023 |
