Atria Wealth Solutions, Inc. Ishares Currency Hedged Msci E Transaction History
Atria Wealth Solutions, Inc.
- $8.74 Billion
- Q4 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 143,993 shares of HEFA stock, worth $5.37 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
143,993
Previous 155,234
7.24%
Holding current value
$5.37 Million
Previous $5.5 Million
9.0%
% of portfolio
0.06%
Previous 0.06%
Shares
16 transactions
Others Institutions Holding HEFA
# of Institutions
451Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.88 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$275 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$209 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$192 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$166 Million2.67% of portfolio