Uma Financial Services, Inc. Ishares S&P 100 ETF Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 2025
A detailed history of Uma Financial Services, Inc. transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 82 shares of OEF stock, worth $21,814. This represents 0.0% of its overall portfolio holdings.
Number of Shares
82
Previous 47
74.47%
Holding current value
$21,814
Previous $12,000
75.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding OEF
# of Institutions
1,090Shares Held
72.8MCall Options Held
32.4KPut Options Held
26.7K-
Envestnet Asset Management Inc10.7MShares$2.86 Billion0.88% of portfolio
-
Srs Capital Advisors, Inc. Denver, CO7.65MShares$2.03 Billion23.66% of portfolio
-
Bank Of America Corp Charlotte, NC6.83MShares$1.82 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$1.13 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY2.68MShares$713 Million0.05% of portfolio