Uma Financial Services, Inc. Vanguard Specialized Funds Van Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 2024
A detailed history of Uma Financial Services, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Uma Financial Services, Inc. holds 36,047 shares of VNQ stock, worth $3.43 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
36,047
Previous 35,033
2.89%
Holding current value
$3.43 Million
Previous $3.03 Million
0.33%
% of portfolio
0.59%
Previous 0.62%
Shares
20 transactions
Others Institutions Holding VNQ
# of Institutions
1,732Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$924 Million0.07% of portfolio