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Plains All American Pipeline shares owned by UMA Financial Services

Quarter-by-quarter ownership of Plains All American Pipeline (PAA) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Plains All American Pipeline

Tip: Access up to 7 years of quarterly data

All positions including Plains All American Pipeline held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Plains All American Pipeline by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $166k 9.7k 17.06
2025-06-30 $178k 9.7k 18.32
2025-03-31 $192k 9.6k 20.00
2024-12-31 $163k 9.6k 17.08

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 Plains All American Pipeline

ALPS Advisors
Invesco
Goldman Sachs Group
Mirae Asset Global Etfs Holdings
Blackstone Group
Tortoise Capital Advisors
UBS Group
Jpmorgan Chase & Co
Morgan Stanley
Kayne Anderson Capital Advisors, L.p
Atlantic Trust
Eagle Global Advisors
Fractal Investments
Susquehanna International
Infrastructure Capital Advisors

View all funds holding Plains All American Pipeline