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

Burt Wealth Advisors

$402 Million
Q1 2025

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

78

Shares Held

4.68M

Call Options Held

0

Put Options Held

0

Betterment LLC New York, NY

1.44M
Shares

$62.5 Million
0.14% of portfolio
Lake Street Advisors Group, LLC

626K
Shares

$27.3 Million
1.17% of portfolio
Gemmer Asset Management LLC

402K
Shares

$17.5 Million
1.8% of portfolio
Flputnam Investment Management CO Portland, ME

240K
Shares

$10.5 Million
0.18% of portfolio
Leith Wheeler Investment Counsel Ltd.

223K
Shares

$9.73 Million
0.65% of portfolio

About SPDR INDEX SHS FDS MSCI EAFE F

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