Uma Financial Services, Inc. Asset Management

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$361,000 0.06% of portfolio
17,939
Q3 2022 Added 26.88%
$0
$304,000 0.05% of portfolio
15,539
Q2 2022 Reduced 36.58%
$0
$293,000 0.05% of portfolio
14,833
Q2 2022 Reduced 39.46%
$0
$247,000 0.04% of portfolio
32,330
Q2 2022 Reduced 6.29%
$0
$211,000 0.04% of portfolio
17,511
Q4 2024 Added 35.45%
$111B
$152,000 0.03% of portfolio
882
Q4 2024 New
$0
$120,000 0.02% of portfolio
14,055
Q4 2024 New
$0
$104,000 0.02% of portfolio
10,000
Q4 2024 Reduced 15.58%
$5.61B
$61,000 0.01% of portfolio
1,905
Q4 2024 New
$0
$39,000 0.01% of portfolio
844
Q4 2024 New
$9.4B
$38,000 0.01% of portfolio
1,661
Q4 2024 New
$0
$29,000 0.01% of portfolio
1,224
Q4 2024 New
$21.3B
$28,000 0.0% of portfolio
374
Q4 2024 New
$55.7B
$27,000 0.0% of portfolio
51
Q4 2024 New
$4.32B
$21,000 0.0% of portfolio
329
Q4 2024 New
$0
$19,000 0.0% of portfolio
820
Q4 2024 New
$0
$11,000 0.0% of portfolio
307
Q4 2024 New
$0
$8,000 0.0% of portfolio
232
Q4 2024 New
$0
$7,000 0.0% of portfolio
600
Q4 2024 New
$0
$5,000 0.0% of portfolio
589
Q4 2024 New
$0
$4,000 0.0% of portfolio
190
Q4 2024 New
$0
$2,000 0.0% of portfolio
275
Q4 2024 New
$111B
$1,000 0.0% of portfolio
10
Q4 2024 New
$0
$1,000 0.0% of portfolio
108
Q4 2024 New
$0
$1,000 0.0% of portfolio
208
Q4 2024 New
$0
$1,000 0.0% of portfolio
200
Q4 2024 New
$10.1B
$0 0.0% of portfolio
21
Q4 2024 New
$0
$0 0.0% of portfolio
2
Q4 2024 New
$632M
$0 0.0% of portfolio
77
Q4 2024 New
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