Uma Financial Services, Inc. Invesco Exchange Traded Fd Tr Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 2025
A detailed history of Uma Financial Services, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Uma Financial Services, Inc. holds 6 shares of RWJ stock, worth $281. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6
Previous 6
-0.0%
Holding current value
$281
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding RWJ
# of Institutions
213Shares Held
20.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.93MShares$137 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.09MShares$98.2 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.56MShares$73.5 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.44MShares$67.6 Million5.59% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.29MShares$60.7 Million0.08% of portfolio