Uma Financial Services, Inc. Ishares Tresg Screened S&P Sma Transaction History
Uma Financial Services, Inc.
- $573 Million
- Q4 2024
A detailed history of Uma Financial Services, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Uma Financial Services, Inc. holds 947 shares of XJR stock, worth $39,830. This represents 0.01% of its overall portfolio holdings.
Number of Shares
947Holding current value
$39,830% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding XJR
# of Institutions
72Shares Held
698KCall Options Held
0Put Options Held
0-
Bailard, Inc.59.6KShares$2.51 Million0.06% of portfolio
-
Franklin Resources Inc San Mateo, CA59.6KShares$2.51 Million0.0% of portfolio
-
Merriman Wealth Management, LLC49.9KShares$2.1 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.1KShares$1.39 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.33KShares$1.39 Million0.0% of portfolio