Avantax Planning Partners, Inc.'s ownership history for UGI


Avantax Planning Partners, Inc. currently holds 5.7K shares with a market value of $209.1K. It started holding UGI on 2025-06-30. At its peak, it held 15.0K shares on 2025-12-31. Its highest holding value was $559.7K on 2025-12-31. At its lowest, it held 5.7K shares on 2026-03-31, with a value of $209.1K on 2026-03-31. In the recent 180 days, Avantax Planning Partners, Inc. has decreased its shares by 3.5K.


Avantax Planning Partners, Inc.'s ownership history for UGI