Sage Oak Financial, LLC Listed Fds Tr Wahed Dow Jones Transaction History
Sage Oak Financial, LLC
- $125 Billion
- Q2 2025
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 26,091 shares of UMMA stock, worth $684,106. This represents 0.56% of its overall portfolio holdings.
Number of Shares
26,091
Previous 24,446
6.73%
Holding current value
$684,106
Previous $582 Million
19.36%
% of portfolio
0.56%
Previous 0.52%
Shares
3 transactions
Others Institutions Holding UMMA
# of Institutions
26Shares Held
567KCall Options Held
0Put Options Held
0-
Rfg Advisory, LLC Birmingham, AL178KShares$4.66 Million0.18% of portfolio
-
Envestnet Asset Management Inc72.2KShares$1.89 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO64.3KShares$1.69 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC63.1KShares$1.66 Million0.0% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management48.3KShares$1.27 Million0.03% of portfolio