UMA Financial Services, Inc.
CIK
0001795173
City
SALT LAKE CITY
State / Country
UT
Holdings in TEI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,290 | 200 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $1,240 | 200 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $1,200 | 200 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $1,076 | 200 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $1,026 | 200 | Shares | Sole | 2025-02-12 |