Heritage Wealth Advisors's ownership history for UGI

Heritage Wealth Advisors currently holds 720 shares with a market value of $23.9K. It started holding UGI on 2024-09-30. At its peak, it held 720 shares on 2024-09-30. Its highest holding value was $26.2K on 2025-06-30. At its lowest, it held 720 shares on 2024-09-30, with a value of $18.0K on 2024-09-30. In the recent 180 days, Heritage Wealth Advisors has increased its shares by 0. In the recent year, Heritage Wealth Advisors has increased its shares by 0.