Uma Financial Services, Inc. Ishares Tr Esg Aware Usd Corpo Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 2025
A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Uma Financial Services, Inc. holds 808 shares of SUSC stock, worth $18,891. This represents 0.0% of its overall portfolio holdings.
Number of Shares
808
Previous 799
1.13%
Holding current value
$18,891
Previous $18,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SUSC
# of Institutions
295Shares Held
45.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc9.5MShares$222 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY4.37MShares$102 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.31MShares$77.5 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$67.6 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.09MShares$48.8 Million0.21% of portfolio