Uma Financial Services, Inc. Ishares Currency Hedged Msci E Transaction History
Uma Financial Services, Inc.
- $601 Million
- Q2 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 355 shares of HEFA stock, worth $13,429. This represents 0.0% of its overall portfolio holdings.
Number of Shares
355
Previous 85,152
99.58%
Holding current value
$13,429
Previous $3.09 Million
99.58%
% of portfolio
0.0%
Previous 0.55%
Shares
5 transactions
Others Institutions Holding HEFA
# of Institutions
545Shares Held
196MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY51.3MShares$1.94 Billion0.31% of portfolio
-
Envestnet Asset Management Inc20.8MShares$788 Million0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$331 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.97MShares$301 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA6.09MShares$230 Million3.97% of portfolio