UMA Financial Services, Inc.
Holdings in PHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,674 | 261 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $748 | 40 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $5,374 | 247 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $4,024 | 184 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $4,540 | 205 | Shares | Sole | 2025-02-12 |