Avantax Planning Partners, Inc. Ishares Currency Hedged Msci E Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 06, 2021	BUY	$30.49 - $33.1 $442,714 - $480,612	14,520 New	14,520 $479,000

Others Institutions Holding HEFA

# of Institutions

410

Shares Held

138M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

47M
Shares

$1.65 Billion
0.28% of portfolio
Envestnet Asset Management Inc

7.31M
Shares

$257 Million
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

5.33M
Shares

$188 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

4.91M
Shares

$173 Million
2.96% of portfolio
Coldstream Capital Management Inc

4.81M
Shares

$169 Million
3.72% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

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