Sage Oak Financial, LLC Listed Fds Tr Wahed Dow Jones Transaction History
Sage Oak Financial, LLC
- $113 Billion
- Q1 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 24,446 shares of UMMA stock, worth $652,708. This represents 0.52% of its overall portfolio holdings.
Number of Shares
24,446
Previous 21,434
14.05%
Holding current value
$652,708
Previous $507 Million
14.92%
% of portfolio
0.52%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding UMMA
# of Institutions
26Shares Held
514KCall Options Held
0Put Options Held
0-
Rfg Advisory, LLC Birmingham, AL112KShares$2.99 Million0.08% of portfolio
-
Wealth Enhancement Advisory Services, LLC63.1KShares$1.69 Million0.0% of portfolio
-
Envestnet Asset Management Inc55KShares$1.47 Million0.0% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management48.3KShares$1.29 Million0.03% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.7KShares$1.25 Million0.0% of portfolio