UMA Financial Services, Inc.
Holdings in CUE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $306 | 1,006 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $723 | 1,006 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $686 | 1,006 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $916 | 1,006 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $1,096 | 1,006 | Shares | Sole | 2025-02-12 |