Advisor Group Holdings, Inc. Listed Fds Tr Wahed Dow Jones Transaction History

Advisor Group Holdings, Inc.

$52.6 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$20.93 - $22.67 $41,797 - $45,271	1,997 New	1,997 $43,000
Q3 2022 Nov 14, 2022	BUY	$16.75 - $20.37 $2,194 - $2,668	131 New	131 $2,000

Others Institutions Holding UMMA

# of Institutions

27

Shares Held

598K

Call Options Held

0

Put Options Held

0

Rfg Advisory, LLC Birmingham, AL

178K
Shares

$5.05 Million
0.18% of portfolio
Envestnet Asset Management Inc

72.2K
Shares

$2.05 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

64.3K
Shares

$1.83 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

63.1K
Shares

$1.79 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

48.3K
Shares

$1.37 Million
0.03% of portfolio

About LISTED FDS TR WAHED DOW JONES

Ticker UMMA
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