Uma Financial Services, Inc. Spdr Nuveen Bloomberg Municipa Transaction History

Uma Financial Services, Inc.

$550 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	$45.07 - $47.95 $197,767 - $210,404	-4,388 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$47.75 - $51.66 $209,527 - $226,684	4,388 New	4,388 $202,000
Q4 2020 Feb 19, 2021	SELL	$51.59 - $52.53 $216,162 - $220,100	-4,190 Closed	0 $0
Q3 2020 Nov 04, 2020	SELL	$51.6 - $52.7 $774 - $790	-15 Reduced 0.36%	4,190 $216,000
Q2 2020 Aug 11, 2020	BUY	$48.59 - $51.81 $204,320 - $217,861	4,205 New	4,205 $221,000
Q1 2020 Apr 23, 2020	SELL	$44.31 - $52.43 $207,858 - $245,949	-4,691 Closed	0 $0
Q4 2019 Jan 14, 2020	BUY	$50.2 - $51.05 $11,596 - $11,792	231 Added 5.18%	4,691 $239,000
Q3 2019 Nov 26, 2019	BUY	$50.31 - $50.99 $224,382 - $227,415	4,460 New	4,460 $226,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

18M
Shares

$839 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$537 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$319 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$214 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$165 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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