Uma Financial Services, Inc. Ishares Msci Usa Value Factor Call Options Transaction History

Uma Financial Services, Inc.

$550 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VLUE

# of Institutions

439

Shares Held

52.5M

Call Options Held

100

Put Options Held

0

Northwestern Mutual Wealth Management CO

19.5M
Shares

$2.19 Billion
1.89% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.51M
Shares

$509 Million
28.72% of portfolio
Matson Money. Inc.

3.7M
Shares

$417 Million
13.91% of portfolio
Bank Of America Corp Charlotte, NC

1.82M
Shares

$205 Million
0.02% of portfolio
Mercer Global Advisors Inc Denver, CO

1.78M
Shares

$201 Million
0.42% of portfolio

About ISHARES MSCI USA VALUE FACTOR

Ticker VLUE
Sector ETFs
Industry ETFs

More about VLUE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.