Uma Financial Services, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Uma Financial Services, Inc.
- $601 Million
- Q2 2025
A detailed history of Uma Financial Services, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Uma Financial Services, Inc. holds 179 shares of BSV stock, worth $14,055. This represents 0.0% of its overall portfolio holdings.
Number of Shares
179
Previous 179
-0.0%
Holding current value
$14,055
Previous $14,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding BSV
# of Institutions
1,374Shares Held
399MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.29 Billion1.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO18.1MShares$1.42 Billion4.29% of portfolio