Uma Financial Services, Inc. Ishares Esg Advanced Msci Eafe Transaction History
Uma Financial Services, Inc.
- $550 Million
- Q3 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 4,120 shares of DMXF stock, worth $264,792. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,120
Previous 3,068
34.29%
Holding current value
$264,792
Previous $206,000
43.69%
% of portfolio
0.05%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding DMXF
# of Institutions
210Shares Held
8.58MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.1MShares$135 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$59.1 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA623KShares$40 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$32.4 Million12.07% of portfolio
-
Jpmorgan Chase & CO New York, NY219KShares$14.1 Million0.0% of portfolio