Uma Financial Services, Inc. Ishares Tr Msci Acwi Low Carbo Call Options Transaction History
Uma Financial Services, Inc.
- $573 Million
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding CRBN
# of Institutions
134Shares Held
2.68MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.3MShares$264 Million0.6% of portfolio
-
Morgan Stanley New York, NY195KShares$39.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC128KShares$26.1 Million0.0% of portfolio
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Aspiriant, LLC106KShares$21.5 Million0.74% of portfolio
-
Allianz Se Munich, 2M103KShares$20.9 Million0.52% of portfolio