Uma Financial Services, Inc. Ishares Tr Transaction History
Uma Financial Services, Inc.
- $550 Million
- Q3 2024
A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Uma Financial Services, Inc. holds 39,035 shares of LRGF stock, worth $2.44 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
39,035
Previous 38,930
0.27%
Holding current value
$2.44 Million
Previous $2.17 Million
5.81%
% of portfolio
0.42%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding LRGF
# of Institutions
207Shares Held
33.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$262 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.35MShares$209 Million11.27% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$124 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$122 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$112 Million0.02% of portfolio