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Clearbridge Energy Midstrm O shares owned by UMA Financial Services

Quarter-by-quarter ownership of Clearbridge Energy Midstrm O shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Clearbridge Energy Midstrm O

Tip: Access up to 7 years of quarterly data

All positions including Clearbridge Energy Midstrm O held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Clearbridge Energy Midstrm O by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $17 846 0.02

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Clearbridge Energy Midstrm O

Sit Investment Associates
OZ Management
Polar Securities
Equitec Proprietary Markets
Wells Fargo & Company
Yakira Capital Management
Marex Group
Steward Partners Investment Advisory
UBS Group
Almitas Capital
Royal Bank of Canada
Boothbay Fund Management
Oxbow Advisors
Alpine Partners VI
Raymond James Financial

View all funds holding Clearbridge Energy Midstrm O