Uma Financial Services, Inc. Ishares Msci Usa Value Factor Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 2024
A detailed history of Uma Financial Services, Inc. transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Uma Financial Services, Inc. holds 9,364 shares of VLUE stock, worth $1 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
9,364
Previous 9,147
2.37%
Holding current value
$1 Million
Previous $990,000
2.22%
% of portfolio
0.19%
Previous 0.2%
Shares
18 transactions
Others Institutions Holding VLUE
# of Institutions
440Shares Held
55.2MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO18.4MShares$1.97 Billion2.05% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.46MShares$477 Million33.37% of portfolio
-
Matson Money. Inc.3.92MShares$420 Million14.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.8MShares$300 Million0.86% of portfolio
-
Envestnet Asset Management Inc2.8MShares$300 Million0.12% of portfolio