Uma Financial Services, Inc. Ishares Tr Put Options Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding LRGF
# of Institutions
196Shares Held
32.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.29MShares$241 Million15.13% of portfolio
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Halbert Hargrove Global Advisors, LLC3.21MShares$180 Million10.36% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA2.04MShares$115 Million4.26% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX2.03MShares$114 Million22.29% of portfolio
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Wells Fargo & Company San Francisco, CA1.85MShares$104 Million0.03% of portfolio