Uma Financial Services, Inc. New Holdings in Q3 2024

Uma Financial Services, Inc.

  • $550 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
1.52K
New
$214.77 - $237.72 $325K - $360K
1.52K $359K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.88K
New
$50.25 - $50.74 $295K - $298K
5.88K $298K
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
EUSB
Ishares Tr Esg Advanced Total

Technology
4.63K
New
$42.09 - $44.64 $195K - $207K
4.63K $205K
Innovator Etfs Trust
20.9K
New
N/A
20.9K $0
USEP
Innovator U.S. Equity Ultra Bu
7.35K
New
N/A
7.35K $0
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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