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UMMAUMMA
2 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in LISTED FDS TR

Steward Partners Investment Advisory, LLC holds 1,204 shares of UMMA (LISTED FDS TR), worth $47,533 as of 2026-Q2. The position was increased (+19.9% shares). UMMA represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$47,533

Current Shares

1,204

Total Value Change

+$16,756

Total Shares Change

+200

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1,204
+19.9%
$47,5330.0%$39.48
24
2026-Q1
New
1,004
-
$30,7770.0%$32.47
27

Other major holders of UMMA: MERCER GLOBAL ADVISORS INC /ADV, JANE STREET GROUP, LLC, MORGAN STANLEY

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