Uma Financial Services, Inc. Ishares Esg Advanced Msci Usa Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 2024
A detailed history of Uma Financial Services, Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Uma Financial Services, Inc. holds 11,016 shares of USXF stock, worth $513,345. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,016
Previous 11,226
1.87%
Holding current value
$513,345
Previous $506,000
1.38%
% of portfolio
0.1%
Previous 0.1%
Shares
11 transactions
Others Institutions Holding USXF
# of Institutions
208Shares Held
17.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.5MShares$210 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.68MShares$125 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.35MShares$62.9 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA558KShares$26 Million0.92% of portfolio
-
Adviser Investments LLC555KShares$25.8 Million0.34% of portfolio