Uma Financial Services, Inc. Blackrock ETF Tr U S Equity Fa Transaction History
Uma Financial Services, Inc.
- $573 Million
- Q4 2024
A detailed history of Uma Financial Services, Inc. transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Uma Financial Services, Inc. holds 365,937 shares of DYNF stock, worth $19.1 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
365,937
Previous 372,178
1.68%
Holding current value
$19.1 Million
Previous $18.4 Million
1.88%
% of portfolio
3.27%
Previous 3.35%
Shares
4 transactions
Others Institutions Holding DYNF
# of Institutions
523Shares Held
271MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc65MShares$3.39 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.1MShares$1.31 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY17.5MShares$910 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.72MShares$507 Million1.79% of portfolio
-
Cwm, LLC8.42MShares$439 Million1.79% of portfolio