Uma Financial Services, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 2025
A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Uma Financial Services, Inc. holds 6,892 shares of IBTH stock, worth $154,863. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,892
Previous 6,892
-0.0%
Holding current value
$154,863
Previous $155,000
-0.0%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IBTH
# of Institutions
293Shares Held
63.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
-
Morgan Stanley New York, NY3.51MShares$78.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$76.1 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.7 Million2.33% of portfolio
-
True Private Wealth Advisors1.98MShares$44.4 Million5.41% of portfolio