Uma Financial Services, Inc. Msci Eafe Growth ETF Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 2024
A detailed history of Uma Financial Services, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 151,408 shares of EFG stock, worth $16.1 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
151,408
Previous 94,366
60.45%
Holding current value
$16.1 Million
Previous $9.79 Million
58.15%
% of portfolio
3.02%
Previous 2.01%
Shares
18 transactions
Others Institutions Holding EFG
# of Institutions
938Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc26.6MShares$2.82 Billion0.97% of portfolio
-
Jones Financial Companies Lllp7.47MShares$792 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.6MShares$700 Million0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY6.16MShares$653 Million0.06% of portfolio
-
Axiom Advisory, LLC San Diego, CA4.97MShares$527 Million5.5% of portfolio