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 401,671 shares of XLG stock, worth $23.6 Million. This represents 3.56% of its overall portfolio holdings.
Number of Shares
401,671
Previous 185,500
116.53%
Holding current value
$23.6 Million
Previous $9.66 Million
139.07%
% of portfolio
3.56%
Previous 1.61%
Shares
3 transactions
Others Institutions Holding XLG
# of Institutions
638Shares Held
104MCall Options Held
59.1KPut Options Held
4.2K-
Lpl Financial LLC Fort Mill, SC10.7MShares$627 Million0.19% of portfolio
-
Morgan Stanley New York, NY6.83MShares$401 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$249 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY3.79MShares$222 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.76MShares$221 Million0.04% of portfolio