Uma Financial Services, Inc. Vanguard Sht Trm Inflt Prot Fd Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 2024
A detailed history of Uma Financial Services, Inc. transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Uma Financial Services, Inc. holds 5,030 shares of VTIP stock, worth $245,816. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,030
Previous 4,660
7.94%
Holding current value
$245,816
Previous $223,000
9.42%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VTIP
# of Institutions
779Shares Held
120MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$396 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.63MShares$275 Million4.68% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$242 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$236 Million10.82% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$181 Million0.02% of portfolio