Uma Financial Services, Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 2025
A detailed history of Uma Financial Services, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Uma Financial Services, Inc. holds 518 shares of BIV stock, worth $40,357. This represents 0.01% of its overall portfolio holdings.
Number of Shares
518
Previous 518
-0.0%
Holding current value
$40,357
Previous $40,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding BIV
# of Institutions
1,034Shares Held
213MCall Options Held
8.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA24.3MShares$1.89 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.6MShares$1.53 Billion0.47% of portfolio
-
Northwestern Mutual Wealth Management CO9.91MShares$772 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY9.01MShares$702 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio