UMA Financial Services, Inc.
Holdings in LFVN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,332 | 1,028 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $9,262 | 952 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $12,452 | 952 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $13,880 | 952 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $16,688 | 952 | Shares | Sole | 2025-02-12 |