Uma Financial Services, Inc. Technology Sector Spdr Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 2024
A detailed history of Uma Financial Services, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Uma Financial Services, Inc. holds 2,015 shares of XLK stock, worth $421,840. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,015
Previous 2,012
0.15%
Holding current value
$421,840
Previous $419,000
8.59%
% of portfolio
0.09%
Previous 0.09%
Shares
15 transactions
Others Institutions Holding XLK
# of Institutions
2,197Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$2.8 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.24 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$1.98 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.48 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.14 Billion0.44% of portfolio