Uma Financial Services, Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Uma Financial Services, Inc.
- $562 Million
- Q1 2025
A detailed history of Uma Financial Services, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Uma Financial Services, Inc. holds 518 shares of BIV stock, worth $39,326. This represents 0.01% of its overall portfolio holdings.
Number of Shares
518
Previous 482
7.47%
Holding current value
$39,326
Previous $36,000
8.33%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding BIV
# of Institutions
1,007Shares Held
196MCall Options Held
8.6KPut Options Held
6K-
Envestnet Asset Management Inc18.1MShares$1.37 Billion0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$930 Million0.22% of portfolio
-
Northwestern Mutual Wealth Management CO8.65MShares$656 Million0.55% of portfolio
-
Goldman Sachs Group Inc New York, NY7.97MShares$605 Million0.1% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$578 Million0.53% of portfolio