Uma Financial Services, Inc. Purchases in Q3 2024

Uma Financial Services, Inc.

  • $550 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
182K
+ 175.39%
$51.72 - $57.96 $9.43M - $10.6M
286K $16.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
64.3K
+ 171.21%
$77.02 - $85.06 $4.95M - $5.47M
102K $8.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
43.7K
+ 49.54%
$56.04 - $62.99 $2.45M - $2.75M
132K $8.05M
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.36K
+ 7.61%
$162.64 - $179.3 $1.36M - $1.5M
118K $21.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
24.6K
+ 7.06%
$44.24 - $49.47 $1.09M - $1.21M
372K $18.4M
AAPL
Apple Inc.

Technology
333
+ 0.45%
$207.23 - $234.82 $69K - $78.2K
75.1K $17.5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
27.7K
+ 12.18%
$44.65 - $47.21 $1.24M - $1.31M
255K $11.9M
DFAI
Dimensional ETF Tr

ETFs
8.47K
+ 1.31%
$28.69 - $32.06 $243K - $271K
655K $20.8M
IVE
Ishares S&P 500 Value ETF

ETFs
3.32K
+ 6.37%
$181.06 - $197.17 $601K - $654K
55.4K $10.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
18.3K
+ 440.17%
$61.11 - $67.85 $1.12M - $1.24M
22.5K $1.53M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.28K
+ 0.83%
$57.32 - $62.65 $73.6K - $80.4K
156K $9.72M
VNQ
Vanguard Specialized Funds Van

ETFs
1.29K
+ 3.58%
$82.97 - $98.97 $107K - $128K
37.3K $3.64M
NVDA
Nvidia Corp

Technology
4.69K
+ 11.87%
$98.91 - $134.91 $464K - $633K
44.2K $5.37M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.29K
+ 165.1%
$46.9 - $51.96 $389K - $431K
13.3K $685K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
521
+ 14.7%
$405.19 - $478.57 $211K - $249K
4.07K $1.87M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
626
+ 21.25%
$475.2 - $527.7 $297K - $330K
3.57K $1.88M
VB
Vanguard Small Cap ETF

ETFs
1.52K
New
$214.77 - $237.72 $325K - $360K
1.52K $359K
IFRA
Ishares Tr

ETFs
3.18K
+ 7.52%
$41.55 - $46.97 $132K - $149K
45.5K $2.14M
EXR
Extra Space Storage Inc.

Real Estate
431
+ 3.99%
$151.92 - $183.06 $65.5K - $78.9K
11.2K $2.02M
MGC
Vanguard Mega Cap ETF

ETFs
6
+ 0.02%
$185.93 - $206.64 $1.12K - $1.24K
32.7K $6.75M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.88K
New
$50.25 - $50.74 $295K - $298K
5.88K $298K
VO
Vanguard Mid Cap ETF

ETFs
909
+ 95.79%
$237.84 - $263.83 $216K - $240K
1.86K $490K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
193
+ 0.57%
$113.45 - $126.18 $21.9K - $24.4K
33.8K $4.26M
SPY
Spdr S&P 500 ETF Trust

ETFs
388
+ 55.19%
$517.38 - $573.86 $201K - $223K
1.09K $626K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.78K
New
$56.29 - $62.74 $213K - $237K
3.78K $236K
D
Dominion Energy, Inc

Utilities
3.96K
New
$48.01 - $58.53 $190K - $232K
3.96K $228K
VBR
Vanguard Small Cap Value ETF

ETFs
590
+ 12.09%
$179.99 - $201.6 $106K - $119K
5.47K $1.1M
EUSB
Ishares Tr Esg Advanced Total

Technology
4.63K
New
$42.09 - $44.64 $195K - $207K
4.63K $205K
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.09K
+ 14.33%
$56.04 - $62.2 $117K - $130K
16.7K $1.04M
WMT
Walmart Inc.

Consumer Defensive
52
+ 0.46%
$66.91 - $81.4 $3.48K - $4.23K
11.4K $920K
HUN
Huntsman Corp

Basic Materials
5.09K
+ 27.4%
$20.02 - $24.78 $102K - $126K
23.7K $572K
NOW
Service Now, Inc.

Technology
5
+ 0.43%
$730.87 - $937.36 $3.65K - $4.69K
1.18K $1.05M
LRGF
Ishares Tr

ETFs
105
+ 0.27%
$52.89 - $58.77 $5.55K - $6.17K
39K $2.29M
USXF
Ishares Esg Advanced Msci Usa

Technology
1.85K
+ 16.83%
$43.59 - $49.35 $80.8K - $91.5K
12.9K $631K
MCD
Mcdonalds Corp

Consumer Cyclical
98
+ 5.55%
$245.82 - $304.51 $24.1K - $29.8K
1.87K $567K
GLD
Spdr Gold Trust

ETFs
275
+ 19.45%
$215.56 - $246.98 $59.3K - $67.9K
1.69K $410K
HD
Home Depot, Inc.

Consumer Cyclical
78
+ 7.62%
$333.64 - $405.2 $26K - $31.6K
1.1K $446K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
673
+ 1.72%
$51.02 - $52.74 $34.3K - $35.5K
39.7K $2.09M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.05K
+ 34.29%
$64.83 - $72.82 $68.2K - $76.6K
4.12K $296K
QQQ
Invesco Qqq Trust, Series 1

ETFs
83
+ 1.82%
$434.77 - $502.96 $36.1K - $41.7K
4.65K $2.27M
VGT
Vanguard Information Technolog

ETFs
75
+ 2.0%
$514.43 - $606.85 $38.6K - $45.5K
3.82K $2.24M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.52K
+ 15.26%
$21.91 - $26.03 $33.3K - $39.6K
11.5K $294K
TMO
Thermo Fisher Scientific Inc.

Healthcare
49
+ 8.22%
$531.86 - $624.21 $26.1K - $30.6K
645 $398K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
141
+ 0.48%
$98.99 - $101.51 $14K - $14.3K
29.6K $3M
PEP
Pepsico Inc

Consumer Defensive
186
+ 2.7%
$161.9 - $179.3 $30.1K - $33.3K
7.09K $1.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
181
+ 1.86%
$96.25 - $101.98 $17.4K - $18.5K
9.91K $1M
AXP
American Express CO

Financial Services
12
+ 0.84%
$225.92 - $271.17 $2.71K - $3.25K
1.43K $388K
JPM
Jpmorgan Chase & CO

Financial Services
215
+ 16.21%
$194.9 - $224.8 $41.9K - $48.3K
1.54K $324K
DFSV
Dimensional ETF Tr Dimensional

ETFs
352
+ 1.6%
$28.25 - $31.7 $9.94K - $11.2K
22.4K $689K
Activity Summary
Buys All Purchases 79 New Holdings 7 Increased Positions 72 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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