Uma Financial Services, Inc. Ishares Tr Esg Aware Usd Corpo Transaction History
Uma Financial Services, Inc.
- $562 Million
- Q1 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 790 shares of SUSC stock, worth $18,122. This represents 0.0% of its overall portfolio holdings.
Number of Shares
790
Previous 785
0.64%
Holding current value
$18,122
Previous $17,000
5.88%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SUSC
# of Institutions
281Shares Held
40.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.47MShares$171 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.42MShares$78.6 Million0.01% of portfolio
-
Wealthfront Advisers LLC2.61MShares$60 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$43.8 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.9MShares$43.6 Million0.18% of portfolio