Uma Financial Services, Inc. Vanguard Bd Index Fd Inc Total Transaction History

Uma Financial Services, Inc.

$550 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	BUY	$71.33 - $74.57 $19,330 - $20,208	271 Added 4.1%	6,875 $507,000
Q4 2022 Jan 25, 2023	BUY	$69.38 - $73.88 $17,206 - $18,322	248 Added 3.9%	6,604 $0
Q3 2022 Oct 06, 2022	SELL	$70.77 - $77.08 $66,099 - $71,992	-934 Reduced 12.81%	6,356 $455,000
Q2 2022 Aug 02, 2022	BUY	$73.3 - $79.23 $69,121 - $74,713	943 Added 14.86%	7,290 $562,000
Q1 2022 May 05, 2022	BUY	$78.72 - $84.18 $4,880 - $5,219	62 Added 0.99%	6,347 $484,000
Q4 2021 Jan 11, 2022	BUY	$84.47 - $85.89 $844 - $858	10 Added 0.16%	6,285 $525,000
Q3 2021 Oct 19, 2021	SELL	$85.45 - $86.85 $59,387 - $60,360	-695 Reduced 9.97%	6,275 $535,000
Q2 2021 Jul 23, 2021	BUY	$84.67 - $85.92 $37,678 - $38,234	445 Added 6.82%	6,970 $604,000
Q1 2021 Apr 06, 2021	BUY	$84.36 - $88.07 $5,145 - $5,372	61 Added 0.94%	6,525 $552,000
Q4 2020 Feb 19, 2021	BUY	$87.44 - $88.49 $27,980 - $28,316	320 Added 5.21%	6,464 $560,000
Q3 2020 Nov 04, 2020	BUY	$88.13 - $89.48 $59,487 - $60,399	675 Added 12.34%	6,144 $538,000
Q2 2020 Aug 11, 2020	BUY	$85.6 - $88.34 $117,956 - $121,732	1,378 Added 33.68%	5,469 $488,000
Q1 2020 Apr 23, 2020	SELL	$80.33 - $87.96 $198,656 - $217,525	-2,473 Reduced 37.68%	4,091 $358,000
Q4 2019 Jan 14, 2020	BUY	$83.39 - $84.94 $1,834 - $1,868	22 Added 0.34%	6,564 $552,000
Q3 2019 Nov 26, 2019	BUY	$83.3 - $84.54 $544,948 - $553,060	6,542 New	6,542 $551,000

Others Institutions Holding BND

# of Institutions

1,537

Shares Held

910M

Call Options Held

155K

Put Options Held

94.7K

Northwestern Mutual Wealth Management CO

106M
Shares

$7.73 Billion
7.52% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.71 Billion
6.84% of portfolio
Morgan Stanley New York, NY

89.4M
Shares

$6.54 Billion
0.51% of portfolio
Jpmorgan Chase & CO New York, NY

84.3M
Shares

$6.17 Billion
0.54% of portfolio
Vanguard Group Inc Valley Forge, PA

43.4M
Shares

$3.17 Billion
0.06% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.