West Financial Advisors, LLC's ownership history for UGI


West Financial Advisors, LLC currently holds 104 shares with a market value of $3.8K. It started holding UGI on 2025-03-31. At its peak, it held 104 shares on 2026-03-31. Its highest holding value was $3.9K on 2025-12-31. At its lowest, it held 100 shares on 2025-03-31, with a value of $3.3K on 2025-03-31. In the recent 180 days, West Financial Advisors, LLC has increased its shares by 2. In the recent year, West Financial Advisors, LLC has increased its shares by 4.


West Financial Advisors, LLC's ownership history for UGI