Sage Oak Financial, LLC Listed Fds Tr Wahed Dow Jones Transaction History

Sage Oak Financial, LLC

$109 Billion
Q4 2024

A detailed history of Sage Oak Financial, LLC transactions in Listed Fds Tr Wahed Dow Jones stock. As of the latest transaction made, Sage Oak Financial, LLC holds 21,434 shares of UMMA stock, worth $545,280. This represents 0.46% of its overall portfolio holdings.

Number of Shares

21,434

Holding current value

$545,280

% of portfolio

0.46%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$23.55 - $25.79 $504,770 - $552,782	21,434 New	21,434 $507 Million

Others Institutions Holding UMMA

# of Institutions

Shares Held

426K

Call Options Held

Put Options Held

Rfg Advisory, LLC Birmingham, AL

165K
Shares

$4.2 Million
0.11% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

49.2K
Shares

$1.25 Million
0.03% of portfolio
Envestnet Asset Management Inc

47.1K
Shares

$1.2 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

39.5K
Shares

$1 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

39.2K
Shares

$998,418
0.0% of portfolio

View Full List

About LISTED FDS TR WAHED DOW JONES

Ticker UMMA
Sector ETFs
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Sage Oak Financial, LLC Listed Fds Tr Wahed Dow Jones Transaction History