On this page, we present all of the funds holding UPV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding UPV, with a link to that fund's top holdings. The next columns indicate the amount of UPV stock held by each of the funds holding UPV, followed by the UPV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1 funds holding UPV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Cassaday & Co Wealth Management LLC. For more details on the positions held by Cassaday & Co Wealth Management LLC (or by any of the other funds holding UPV), click the fund name in the "Holder" column of the funds-holding-UPV table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Cassaday & Co Wealth Management LLC | 24,060 | $1,409 | 12/31/2023 |
UPV | 24,060 | $1,409 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 03/31/2024 |
UPV | 0 | $0 | 03/31/2024 |
See Summary: Institutional Holders of UPV
See Details: Top 10 Hedge Funds Holding UPV
Free UPV Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |