Uma Financial Services, Inc. Renaissance Cap Greenwich Fds Transaction History
Uma Financial Services, Inc.
- $562 Million
- Q1 2025
A detailed history of Uma Financial Services, Inc. transactions in Renaissance Cap Greenwich Fds stock. As of the latest transaction made, Uma Financial Services, Inc. holds 10 shares of IPO stock, worth $448. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10
Previous 88
88.64%
Holding current value
$448
Previous $3,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IPO
# of Institutions
67Shares Held
822KCall Options Held
13.8KPut Options Held
4.8K-
Tradition Wealth Management, LLC137KShares$6.16 Million0.49% of portfolio
-
Goldman Sachs Group Inc New York, NY103KShares$4.62 Million0.0% of portfolio
-
Morgan Stanley New York, NY73.6KShares$3.3 Million0.0% of portfolio
-
Sfi Advisors, LLC Montclair, NJ69.9KShares$3.14 Million2.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL67.1KShares$3.01 Million0.01% of portfolio