Uma Financial Services, Inc. Ishares Core Dividend Growth E Transaction History
Uma Financial Services, Inc.
- $573 Million
- Q4 2024
A detailed history of Uma Financial Services, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Uma Financial Services, Inc. holds 125,746 shares of DGRO stock, worth $7.63 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
125,746
Previous 126,330
0.46%
Holding current value
$7.63 Million
Previous $7.92 Million
2.6%
% of portfolio
1.35%
Previous 1.44%
Shares
22 transactions
Others Institutions Holding DGRO
# of Institutions
1,213Shares Held
279MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.12 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.11 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$895 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$647 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$610 Million0.23% of portfolio