Uma Financial Services, Inc. Asset Management

Uma Financial Services, Inc.

  • $562 Million
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$431,000 0.08% of portfolio
17,939
Q3 2022 Added 26.88%
$0
$305,000 0.05% of portfolio
15,539
Q2 2022 Reduced 36.58%
$0
$296,000 0.05% of portfolio
14,833
Q2 2022 Reduced 39.46%
$0
$208,000 0.04% of portfolio
32,330
Q2 2022 Reduced 6.29%
$0
$125,000 0.02% of portfolio
14,320
Q1 2025 Added 1.89%
$96.5B
$123,000 0.02% of portfolio
883
Q1 2025 Added 0.11%
$0
$107,000 0.02% of portfolio
10,000
Q4 2024 Reduced 15.58%
$0
$41,000 0.01% of portfolio
844
Q4 2024 New
$8.16B
$33,000 0.01% of portfolio
1,661
Q4 2024 New
$0
$31,000 0.01% of portfolio
1,247
Q1 2025 Added 1.88%
$19.1B
$31,000 0.01% of portfolio
374
Q4 2024 New
$4.04B
$19,000 0.0% of portfolio
329
Q4 2024 New
$0
$17,000 0.0% of portfolio
820
Q4 2024 New
$80.4B
$13,000 0.0% of portfolio
97
Q1 2025 Added 6.59%
$4.87B
$12,000 0.0% of portfolio
392
Q1 2025 Reduced 79.42%
$0
$10,000 0.0% of portfolio
307
Q4 2024 New
$0
$7,000 0.0% of portfolio
600
Q4 2024 New
$0
$6,000 0.0% of portfolio
589
Q4 2024 New
$0
$4,000 0.0% of portfolio
190
Q4 2024 New
$0
$2,000 0.0% of portfolio
219
Q1 2025 Reduced 98.75%
$20.6B
$2,000 0.0% of portfolio
27
Q1 2025 New
$0
$2,000 0.0% of portfolio
275
Q4 2024 New
$410M
$1,000 0.0% of portfolio
13
Q1 2025 New
$3.7B
$1,000 0.0% of portfolio
26
Q1 2025 New
$0
$1,000 0.0% of portfolio
108
Q4 2024 New
$0
$1,000 0.0% of portfolio
208
Q4 2024 New
$10.8B
$1,000 0.0% of portfolio
20
Q1 2025 New
$0
$1,000 0.0% of portfolio
200
Q4 2024 New
$2.7B
$0 0.0% of portfolio
23
Q1 2025 New
$9.97B
$0 0.0% of portfolio
21
Q4 2024 New
$98.7B
$0 0.0% of portfolio
6
Q1 2025 Reduced 40.0%
$0
$0 0.0% of portfolio
2
Q4 2024 New
$1.16B
$0 0.0% of portfolio
5
Q1 2025 New
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