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United Bankshares shares owned by Vestia Personal Wealth Advisors

Quarter-by-quarter ownership of United Bankshares (UBSI) shares owned by Vestia Personal Wealth Advisors from 13F filings

Historical chart of Vestia Personal Wealth Advisors investment in United Bankshares

Tip: Access up to 7 years of quarterly data

All positions including United Bankshares held by Vestia Personal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Bankshares by Vestia Personal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $219k 5.9k 37.10

More positions owned by Vestia Personal Wealth Advisors

Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Value Etf Etf (DFIV)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional National Municipal Bond Etf Etf (DFNM)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Vanguard S&p 500 Etf Etf (VOO)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Apple Stock (AAPL)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)

View all positions for Vestia Personal Wealth Advisors

Top funds holding United Bankshares

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Earnest Partners
Victory Capital Management
Geode Capital Management
Silvercrest Asset Management Group
Charles Schwab Investment Management
Northern Trust
Vaughan Nelson Investment Management
Hanna Zanoni
Bank of New York Mellon
Bank of America Corporation
Fisher Investments

View all funds holding United Bankshares