Altus Wealth Group LLC Ishares Currency Hedged Msci E Transaction History
Altus Wealth Group LLC
- $229 Million
- Q3 2024
A detailed history of Altus Wealth Group LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Altus Wealth Group LLC holds 98,819 shares of HEFA stock, worth $3.44 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
98,819
Previous 44,896
120.11%
Holding current value
$3.44 Million
Previous $1.6 Million
119.3%
% of portfolio
1.53%
Previous 0.81%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
410Shares Held
138MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.64 Billion0.28% of portfolio
-
Envestnet Asset Management Inc7.31MShares$254 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY5.33MShares$186 Million0.02% of portfolio
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Partners Capital Investment Group, LLP Boston, MA4.91MShares$171 Million2.96% of portfolio
-
Coldstream Capital Management Inc4.81MShares$167 Million3.72% of portfolio