UMA Financial Services, Inc.
CIK
0001795173
City
SALT LAKE CITY
State / Country
UT
Holdings in PINE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,762 | 225 | Shares | Sole | 2026-01-29 |
| 2025-06-30 | $2,485 | 169 | Shares | Sole | 2025-07-14 |