Uma Financial Services, Inc. Ishares Esg Advanced Msci Eafe Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 2024
A detailed history of Uma Financial Services, Inc. transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Uma Financial Services, Inc. holds 3,068 shares of DMXF stock, worth $208,992. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,068
Previous 3,096
0.9%
Holding current value
$208,992
Previous $210,000
1.9%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding DMXF
# of Institutions
187Shares Held
6.73MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.64MShares$112 Million0.04% of portfolio
-
Black Rock Inc. New York, NY922KShares$62.8 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA497KShares$33.9 Million0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY179KShares$12.2 Million0.0% of portfolio
-
Allworth Financial LP171KShares$11.6 Million0.08% of portfolio