Rfg Advisory, LLC Listed Fds Tr Wahed Dow Jones Transaction History
Rfg Advisory, LLC
- $3.42 Billion
- Q4 2024
A detailed history of Rfg Advisory, LLC transactions in Listed Fds Tr Wahed Dow Jones stock. As of the latest transaction made, Rfg Advisory, LLC holds 164,917 shares of UMMA stock, worth $4.11 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
164,917
Previous 124,933
32.0%
Holding current value
$4.11 Million
Previous $3.19 Million
22.23%
% of portfolio
0.11%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding UMMA
# of Institutions
21Shares Held
424KCall Options Held
0Put Options Held
0-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management49.2KShares$1.22 Million0.03% of portfolio
-
Envestnet Asset Management Inc47.1KShares$1.17 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC39.5KShares$983,2760.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO39.2KShares$977,2250.0% of portfolio
-
Apollon Wealth Management, LLC Mount Pleasant, SC16.7KShares$415,2820.01% of portfolio