Uma Financial Services, Inc. Ishares Tr Msci Acwi Low Carbo Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 2025
A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr Msci Acwi Low Carbo stock. As of the latest transaction made, Uma Financial Services, Inc. holds 159 shares of CRBN stock, worth $36,323. This represents 0.01% of its overall portfolio holdings.
Number of Shares
159
Previous 159
-0.0%
Holding current value
$36,323
Previous $33,000
9.09%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CRBN
# of Institutions
153Shares Held
2.63MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.29MShares$295 Million0.58% of portfolio
-
Morgan Stanley New York, NY204KShares$46.7 Million0.0% of portfolio
-
Aspiriant, LLC115KShares$26.2 Million0.81% of portfolio
-
Bank Of America Corp Charlotte, NC109KShares$24.9 Million0.0% of portfolio
-
Investure, LLC Charlottesville, VA103KShares$23.5 Million1.45% of portfolio