Rfg Advisory, LLC Listed Fds Tr Wahed Dow Jones Transaction History

Rfg Advisory, LLC

$2.98 Billion
Q2 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 42,307 shares of UMMA stock, worth $1.04 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

42,307

Holding current value

$1.04 Million

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	BUY	$22.66 - $25.17 $958,676 - $1.06 Million	42,307 New	42,307 $1.05 Million

Others Institutions Holding UMMA

# of Institutions

Shares Held

261K

Call Options Held

Put Options Held

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

45.6K
Shares

$1.12 Million
0.03% of portfolio
Envestnet Asset Management Inc

39.4K
Shares

$963,851
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

38.6K
Shares

$945,735
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

32.3K
Shares

$790,850
0.0% of portfolio
Apollon Wealth Management, LLC Mount Pleasant, SC

13.9K
Shares

$339,733
0.01% of portfolio

View Full List

About LISTED FDS TR WAHED DOW JONES

Ticker UMMA
Sector ETFs
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