Burt Wealth Advisors Spdr Index Shs Fds Msci Eafe F Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Jan 30, 2018	SELL	N/A	-570 Closed	0 $0
Q3 2017 Nov 09, 2017	BUY	N/A	570	570 $41,000

Others Institutions Holding EFAX

# of Institutions

79

Shares Held

4.29M

Call Options Held

0

Put Options Held

0

Betterment LLC New York, NY

1.33M
Shares

$52.6 Million
0.14% of portfolio
Lake Street Advisors Group, LLC

626K
Shares

$24.8 Million
1.28% of portfolio
Gemmer Asset Management LLC

356K
Shares

$14.1 Million
1.6% of portfolio
Flputnam Investment Management CO Portland, ME

250K
Shares

$9.91 Million
0.19% of portfolio
Leith Wheeler Investment Counsel Ltd.

227K
Shares

$8.99 Million
0.71% of portfolio

About SPDR INDEX SHS FDS MSCI EAFE F

Ticker EFAX
Sector ETFs
Industry ETFs

More about EFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Burt Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Burt Wealth Advisors with notifications on news.