Good Life Advisors, LLC
- SEC CIK
- 0001696260
- Latest filing
- Aug 8, 2025
UGI holding history
Ugi Corp in every 13F filed by Good Life Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UGI overviewAll 13F holders of UGIFull Q2 2025 holdings
- Shares (Q2 2025)
- 7,295
- Value
- $265.7K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 7,295 | $265.7K | <0.1% | −50−0.7% | Reduced | Holders |
| Q1 2025 | 7,345 | $242.9K | <0.1% | +200+2.8% | Added | Holders |
| Q4 2024 | 7,145 | $201.7K | <0.1% | +7,145 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −8,430−100.0% | Sold out | Holders |
| Q1 2024 | 8,430 | $206.9K | <0.1% | −550−6.1% | Reduced | Holders |
| Q4 2023 | 8,980 | $220.9K | <0.1% | +8,980 | New | Holders |