UMA Financial Services, Inc.
Holdings in WBTN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $938 | 72 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $1,028 | 53 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $481 | 53 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $598 | 78 | Shares | Sole | 2025-04-28 |