Avantax Advisory Services, Inc. Ishares Currency Hedged Msci E Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 486,565 shares of HEFA stock, worth $16.7 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
486,565
Previous 508,426
4.3%
Holding current value
$16.7 Million
Previous $18.1 Million
4.67%
% of portfolio
0.12%
Previous 0.13%
Shares
20 transactions
Others Institutions Holding HEFA
# of Institutions
410Shares Held
137MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.62 Billion0.28% of portfolio
-
Envestnet Asset Management Inc7.31MShares$251 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY5.33MShares$184 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA4.91MShares$169 Million2.96% of portfolio
-
Coldstream Capital Management Inc4.81MShares$166 Million3.72% of portfolio