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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 51 | $2,454,952 | 33,378 | 0.00 | 33,378 | +Inf | 12-31-2023 | |
| NEXTERA ENERGY INC | COM | 52 | $2,197,998 | 36,187 | 0.00 | 0.00 | -39,410 | -52.13 | 12-31-2023 |
| LAUDER ESTEE COS INC | CL A | 53 | $1,612,992 | 11,029 | 0.00 | 0.00 | -3,414 | -23.64 | 12-31-2023 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 54 | $1,593,157 | 8,277 | 0.00 | 0.00 | 5,665 | 216.88 | 12-31-2023 |
