Uma Financial Services, Inc. Ishares Tr Esg Advanced High Y Transaction History
Uma Financial Services, Inc.
- $601 Million
- Q2 2025
A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr Esg Advanced High Y stock. As of the latest transaction made, Uma Financial Services, Inc. holds 699 shares of HYXF stock, worth $32,999. This represents 0.01% of its overall portfolio holdings.
Number of Shares
699
Previous 698
0.14%
Holding current value
$32,999
Previous $32,000
3.13%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding HYXF
# of Institutions
76Shares Held
1.42MCall Options Held
0Put Options Held
0-
Sig Fig Wealth Management, LLC San Francisco, CA204KShares$9.62 Million0.34% of portfolio
-
Black Rock Inc. New York, NY112KShares$5.3 Million0.0% of portfolio
-
Colorado Capital Management, Inc.86.6KShares$4.09 Million1.76% of portfolio
-
Ubs Group Ag71.1KShares$3.36 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC66.8KShares$3.15 Million0.0% of portfolio