Uma Financial Services, Inc. Portfolio Holdings
Uma Financial Services, Inc.
- $514 Million
- Q2 2024
Uma Financial Services, Inc. has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $514 Million distributed in 182 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $78M, Spdr Portfolio S&P 500 ETF (Ma with a value of $48.7M, Ishares S&P 500 Growth ETF with a value of $20.8M, Ishares Core S&P Total U.S. St with a value of $19.7M, and Dimensional ETF Tr with a value of $19.2M.
Examining the 13F form we can see an increase of $26.4M in the current position value, from $487M to 514M.
Below you can find more details about Uma Financial Services, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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