Burkett Financial Services, LLC Ishares Currency Hedged Msci E Transaction History
Burkett Financial Services, LLC
- $245 Billion
- Q4 2024
A detailed history of Burkett Financial Services, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Burkett Financial Services, LLC holds 29,784 shares of HEFA stock, worth $1.09 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
29,784
Previous 29,429
1.21%
Holding current value
$1.09 Million
Previous $1.04 Billion
0.71%
% of portfolio
0.42%
Previous 0.43%
Shares
5 transactions
Others Institutions Holding HEFA
# of Institutions
435Shares Held
142MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.71 Billion0.28% of portfolio
-
Envestnet Asset Management Inc7.31MShares$266 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY5.33MShares$194 Million0.02% of portfolio
-
Coldstream Capital Management Inc4.81MShares$175 Million3.72% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$163 Million2.67% of portfolio