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UGI Corporation shares owned by Atlantic Edge Private Wealth Management

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Atlantic Edge Private Wealth Management from 13F filings

Historical chart of Atlantic Edge Private Wealth Management investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

All positions including UGI Corporation held by Atlantic Edge Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $46k 1.8k 25.02
2024-06-30 $19k 830 22.90
2024-03-31 $19k 790 24.54
2023-12-31 $19k 790 24.60

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Msci Emrg Chn (EMXC)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Victory Portfolios Ii Core Intermediat (UITB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Microsoft Corporation (MSFT)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding UGI Corporation

BlackRock
Vanguard Group
BlackRock
State Street Corporation
Hanna Zanoni
Mitsubishi UFJ Trust & Banking Corp
Snyder Capital Management
Geode Capital Management
Federated Investors
LSV Asset Management
Northern Trust
AQR Capital Management
Morgan Stanley
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding UGI Corporation