Uma Financial Services, Inc. Ishares Tr Esg Advanced Total Transaction History
Uma Financial Services, Inc.
- $573 Million
- Q4 2024
A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Uma Financial Services, Inc. holds 4,666 shares of EUSB stock, worth $202,271. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,666
Previous 4,630
0.78%
Holding current value
$202,271
Previous $205,000
3.41%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding EUSB
# of Institutions
171Shares Held
13.6MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY4.98MShares$216 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.29MShares$56.1 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH877KShares$38 Million0.25% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA535KShares$23.2 Million0.82% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA454KShares$19.7 Million0.07% of portfolio