UMA Financial Services, Inc.
CIK
0001795173
City
SALT LAKE CITY
State / Country
UT
Holdings in AVAL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,077 | 513 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $1,049 | 318 | Shares | Sole | 2025-11-04 |
| 2025-03-31 | $1,673 | 613 | Shares | Sole | 2025-04-28 |