Uma Financial Services, Inc. Ishares Tr Residential And Mul Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 2025
A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Uma Financial Services, Inc. holds 240 shares of REZ stock, worth $20,244. This represents 0.0% of its overall portfolio holdings.
Number of Shares
240
Previous 239
0.42%
Holding current value
$20,244
Previous $19,000
5.26%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding REZ
# of Institutions
183Shares Held
4.91MCall Options Held
0Put Options Held
7.8K-
Morgan Stanley New York, NY492KShares$41.5 Million0.0% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC469KShares$39.6 Million10.07% of portfolio
-
Northwestern Mutual Wealth Management CO251KShares$21.2 Million0.01% of portfolio
-
Tobias Financial Advisors, Inc. Plantation, FL181KShares$15.3 Million2.42% of portfolio
-
Aprio Wealth Management, LLC178KShares$15 Million1.68% of portfolio