Uma Financial Services, Inc. Msci Eafe Growth ETF Transaction History
Uma Financial Services, Inc.
- $573 Million
- Q4 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 178,120 shares of EFG stock, worth $18.4 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
178,120
Previous 147,692
20.6%
Holding current value
$18.4 Million
Previous $15.9 Million
8.48%
% of portfolio
3.01%
Previous 2.89%
Shares
20 transactions
Others Institutions Holding EFG
# of Institutions
1,073Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.15 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$944 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$750 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$695 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$559 Million5.34% of portfolio