Shariaportfolio, Inc. Listed Fds Tr Wahed Dow Jones Transaction History

Shariaportfolio, Inc.

$178 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$19.19 - $22.82 $1.46 Million - $1.73 Million	-75,851 Reduced 84.62%	13,791 $314,000
Q3 2023 Oct 25, 2023	BUY	$19.84 - $22.6 $1.78 Million - $2.03 Million	89,642 New	89,642 $1.8 Million

Others Institutions Holding UMMA

# of Institutions

21

Shares Held

447K

Call Options Held

0

Put Options Held

0

Rfg Advisory, LLC Birmingham, AL

165K
Shares

$4.17 Million
0.11% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

49.2K
Shares

$1.24 Million
0.03% of portfolio
Envestnet Asset Management Inc

47.1K
Shares

$1.19 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

39.5K
Shares

$998,281
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

39.2K
Shares

$992,138
0.0% of portfolio

About LISTED FDS TR WAHED DOW JONES

Ticker UMMA
Sector ETFs
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