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
ZION
Zions Bancorporation, National Association

Financial Services
40
+ 0.29%
$42.49 - $52.53 $1.7K - $2.1K
13.7K $645K
AMD
Advanced Micro Devices Inc

Technology
210
+ 5.38%
$128.67 - $183.96 $27K - $38.6K
4.12K $675K
CAT
Caterpillar Inc

Industrials
3
+ 0.44%
$316.8 - $391.12 $950 - $1.17K
683 $267K
AZN
Astrazeneca PLC

Healthcare
500
+ 19.46%
$76.67 - $87.62 $38.3K - $43.8K
3.07K $239K
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.09%
$160.76 - $177.82 $643 - $711
4.4K $761K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
143
+ 3.67%
$75.63 - $84.89 $10.8K - $12.1K
4.04K $340K
CPRT
Copart Inc

Consumer Cyclical
733
+ 19.54%
$49.19 - $55.54 $36.1K - $40.7K
4.49K $235K
PLD
Prologis, Inc.

Real Estate
11
+ 0.59%
$111.95 - $132.43 $1.23K - $1.46K
1.89K $238K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
231
+ 2.69%
$41.34 - $43.55 $9.55K - $10.1K
8.83K $381K
BAC
Bank Of America Corp

Financial Services
604
+ 8.67%
$36.65 - $44.13 $22.1K - $26.7K
7.57K $300K
DAL
Delta Air Lines, Inc.

Industrials
3
+ 0.06%
$37.32 - $51.8 $112 - $155
5.04K $255K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.13%
$261.88 - $288.1 $262 - $288
792 $223K
XLK
Technology Sector Spdr

ETFs
47
+ 2.33%
$197.34 - $237.68 $9.27K - $11.2K
2.06K $465K
TFLO
Ishares Treasury Floating Rate

ETFs
198
+ 1.9%
$50.42 - $50.66 $9.98K - $10K
10.6K $537K
VIG
Vanguard Dividend Appreciation

ETFs
34
+ 1.38%
$182.15 - $182.15 $6.19K - $6.19K
2.51K $456K
XOM
Exxon Mobil Corp

Energy
2
+ 0.11%
$109.72 - $119.0 $219 - $238
1.9K $222K
Dimensional ETF Trust
12.4K
+ 11.17%
N/A
123K $0
USEP
Innovator U.S. Equity Ultra Bu
7.35K
New
N/A
7.35K $0
Innovator Etfs Trust
20.9K
New
N/A
20.9K $0
TQQQ
Proshares Ultrapro Qqq

ETFs
143
+ 1.89%
$53.19 - $84.93 $7.61K - $12.1K
7.72K $559K
ADBE
Adobe Inc.

Technology
32
+ 6.02%
$508.13 - $586.55 $16.3K - $18.8K
564 $292K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
415
+ 3.32%
$13.62 - $15.59 $5.65K - $6.47K
12.9K $177K
WFC
Wells Fargo & Company

Financial Services
3
+ 0.04%
$51.58 - $60.97 $155 - $183
7.16K $404K
COP
Conocophillips

Energy
1
+ 0.03%
$102.3 - $116.61 $102 - $117
2.94K $309K
MRK
Merck & Co., Inc.

Healthcare
5
+ 0.11%
$111.15 - $128.97 $556 - $645
4.41K $500K
AMZN
Amazon Com Inc

Consumer Cyclical
28
+ 0.19%
$161.02 - $200.0 $4.51K - $5.6K
14.7K $2.73M
MSFT
Microsoft Corp

Technology
109
+ 0.69%
$395.15 - $467.56 $43.1K - $51K
15.9K $6.83M
AVGO
Broadcom Inc.

Technology
220
+ 14.49%
$136.27 - $1745.86 $30K - $384K
1.74K $299K
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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