Uma Financial Services, Inc. Ishares Tr Ibonds Dec 2029 Tre Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 2025
A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Uma Financial Services, Inc. holds 7,164 shares of IBTJ stock, worth $157,106. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,164
Previous 7,164
-0.0%
Holding current value
$157,106
Previous $157,000
-0.0%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
189Shares Held
30.9MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% of portfolio
-
Brookstone Capital Management1.73MShares$37.9 Million0.51% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$32.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.05MShares$23 Million0.04% of portfolio
-
Hengehold Capital Management LLC1MShares$21.9 Million1.99% of portfolio