Uma Financial Services, Inc. Ishares Currency Hedged Msci E Transaction History
Uma Financial Services, Inc.
- $562 Million
- Q1 2025
A detailed history of Uma Financial Services, Inc. transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Uma Financial Services, Inc. holds 85,152 shares of HEFA stock, worth $3.07 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
85,152
Previous 373
22728.95%
Holding current value
$3.07 Million
Previous $12,000
25650.0%
% of portfolio
0.55%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding HEFA
# of Institutions
552Shares Held
199MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY51.3MShares$1.85 Billion0.31% of portfolio
-
Envestnet Asset Management Inc20.8MShares$752 Million0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$316 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.97MShares$288 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA6.09MShares$220 Million3.97% of portfolio