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| Name: |
UMA Financial Services Inc. |
| City: |
SALT LAKE CITY |
| State: |
UT |
| Zip: |
84107 |
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data |
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| Holdings
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9 |
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Closed Positions |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ADSK |
Autodesk Inc |
184 |
Closed |
$216.65 |
$0 |
0 |
0% |
-212,000 |
-847 |
0 |
Technical & System So... |
|
|
BA |
Boeing Co |
177 |
Closed |
$178.44 |
$0 |
0 |
0% |
-272,000 |
-1,266 |
0 |
Aerospace/Defense - M... |
|
|
INTC |
Intel Corp |
183 |
Closed |
$30.51 |
$0 |
0 |
0% |
-258,000 |
-5,342 |
0 |
Semiconductor- Broad... |
|
|
BXSL |
Blackstone Secured Lending Cef |
182 |
Closed |
$0.00 |
$0 |
0 |
0% |
-418,000 |
-14,653 |
0 |
N/A |
|
|
OEF |
iShares S&P 100 Index |
181 |
Closed |
$248.18 |
$0 |
0 |
0% |
-4,456,000 |
-19,469 |
0 |
Closed - End Fund - E... |
|
|
MU |
Micron Technology Inc |
180 |
Closed |
$123.00 |
$0 |
0 |
0% |
-202,000 |
-2,261 |
0 |
Semiconductor - Memor... |
|
|
SCHF |
Schwab Strategic Trust |
179 |
Closed |
$39.14 |
$0 |
0 |
0% |
-222,000 |
-6,113 |
0 |
Closed - End Fund - Debt |
|
|
SLYV |
streetTRACKS Dow Jones US S... |
185 |
Closed |
$81.61 |
$0 |
0 |
0% |
-200,000 |
-2,479 |
0 |
Closed - End Fund - E... |
|
|
LHX |
L3harris Technologies Inc |
178 |
Closed |
$220.58 |
$0 |
0 |
0% |
-204,000 |
-987 |
0 |
Communication Equipment |
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