Uma Financial Services, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History
Uma Financial Services, Inc.
- $601 Million
- Q2 2025
A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Uma Financial Services, Inc. holds 7,060 shares of IBDR stock, worth $167,675. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,060
Previous 7,060
-0.0%
Holding current value
$167,675
Previous $167,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IBDR
# of Institutions
457Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
-
Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.91MShares$69.1 Million0.02% of portfolio