Uma Financial Services, Inc. Ishares Barclays 0 5 Year Tips Call Options Transaction History
Uma Financial Services, Inc.
- $601 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding STIP
# of Institutions
783Shares Held
71.2MCall Options Held
3KPut Options Held
0-
Betterment LLC New York, NY3.82MShares$394 Million0.94% of portfolio
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Envestnet Asset Management Inc3.25MShares$334 Million0.1% of portfolio
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Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
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Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio
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Ritholtz Wealth Management2.02MShares$209 Million4.68% of portfolio