Uma Financial Services, Inc. Ishares Tr Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 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 38,930 shares of LRGF stock, worth $2.19 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
38,930
Previous 36,878
5.56%
Holding current value
$2.19 Million
Previous $1.98 Million
9.27%
% of portfolio
0.42%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding LRGF
# of Institutions
185Shares Held
29.5MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.3MShares$242 Million14.98% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.06MShares$116 Million21.68% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.05MShares$115 Million4.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$99.7 Million0.02% of portfolio
-
Plancorp, LLC1.46MShares$82 Million3.42% of portfolio