Uma Financial Services, Inc. Ishares Esg Advanced Msci Eafe Transaction History
Uma Financial Services, Inc.
- $573 Million
- Q4 2024
A detailed history of Uma Financial Services, Inc. transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Uma Financial Services, Inc. holds 2,746 shares of DMXF stock, worth $189,611. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,746
Previous 4,120
33.35%
Holding current value
$189,611
Previous $296,000
40.2%
% of portfolio
0.03%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding DMXF
# of Institutions
223Shares Held
9.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.32MShares$160 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$63.5 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA691KShares$47.7 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$34.8 Million12.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC425KShares$29.4 Million0.01% of portfolio