Uma Financial Services, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 2024
A detailed history of Uma Financial Services, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Uma Financial Services, Inc. holds 9,731 shares of AGG stock, worth $990,031. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,731
Previous 9,103
6.9%
Holding current value
$990,031
Previous $891,000
5.95%
% of portfolio
0.18%
Previous 0.18%
Shares
20 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.99 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.91 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio