Burkett Financial Services, LLC Ishares Currency Hedged Msci E Transaction History
Burkett Financial Services, LLC
- $278 Billion
- Q2 2025
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 27,925 shares of HEFA stock, worth $1.07 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
27,925
Previous 29,148
4.2%
Holding current value
$1.07 Million
Previous $1.06 Billion
0.21%
% of portfolio
0.38%
Previous 0.43%
Shares
7 transactions
Others Institutions Holding HEFA
# of Institutions
500Shares Held
162MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY51.3MShares$1.97 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$336 Million0.02% of portfolio
-
Envestnet Asset Management Inc7.09MShares$272 Million0.08% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA6.09MShares$234 Million3.97% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.77MShares$222 Million0.06% of portfolio