Uma Financial Services, Inc. Purchases and Sells in Q3 2024

Uma Financial Services, Inc.

$550 Million
Q3 2024

Top Buys

Incresed Positions

72 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFV	182K + 175.39%	$51.72 - $57.96 $9.43M - $10.6M	286K $16.5M
SCHD	64.3K + 171.21%	$77.02 - $85.06 $4.95M - $5.47M	102K $8.6M
EMXC	43.7K + 49.54%	$56.04 - $62.99 $2.45M - $2.75M	132K $8.05M
QUAL	8.36K + 7.61%	$162.64 - $179.3 $1.36M - $1.5M	118K $21.2M
DYNF	24.6K + 7.06%	$44.24 - $49.47 $1.09M - $1.21M	372K $18.4M
AAPL	333 + 0.45%	$207.23 - $234.82 $69K - $78.2K	75.1K $17.5M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VB	1.52K New	$214.77 - $237.72 $325K - $360K	1.52K $359K
JPST	5.88K New	$50.25 - $50.74 $295K - $298K	5.88K $298K
LCTU	3.78K New	$56.29 - $62.74 $213K - $237K	3.78K $236K
D	3.96K New	$48.01 - $58.53 $190K - $232K	3.96K $228K
EUSB	4.63K New	$42.09 - $44.64 $195K - $207K	4.63K $205K
INNOVATOR ETFS TRUST	20.9K New	N/A	20.9K $0

Top Sells

Reduced Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEMG	-46.2K - 32.14%	$53.64 - $53.64 $2.48M - $2.48M	97.5K $5.23M
DFAC	-32.6K - 17.21%	$31.05 - $34.29 $1.01M - $1.12M	157K $5.37M
MUB	-4.7K - 31.92%	$106.13 - $108.7 $499K - $511K	10K $1.09M
META	-923 - 39.73%	$453.41 - $572.44 $418K - $528K	1.4K $801K
LLY	-346 - 23.27%	$772.14 - $960.02 $267K - $332K	1.14K $1.01M
HQY	-8 - 0.01%	$67.98 - $86.62 $544 - $693	67.8K $5.55M

Activity Summary All Purchases 79 New Holdings 7 Increased Positions 72 All Sells 77 Reductions 77 Sold out 0 Calls 0 Puts 0

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