Uma Financial Services, Inc. Msci Eafe Value ETF Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 2024
A detailed history of Uma Financial Services, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 103,988 shares of EFV stock, worth $5.91 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
103,988
Previous 165,122
37.02%
Holding current value
$5.91 Million
Previous $8.98 Million
38.6%
% of portfolio
1.07%
Previous 1.84%
Shares
15 transactions
Others Institutions Holding EFV
# of Institutions
964Shares Held
226MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.43 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$813 Million0.88% of portfolio
-
Us Bancorp \De\11.8MShares$669 Million0.86% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$520 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$453 Million0.03% of portfolio