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

Avantax Planning Partners, Inc.

$3.1 Billion
Q2 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

445

Shares Held

174M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

48.7M
Shares

$1.72 Billion
0.3% of portfolio
Envestnet Asset Management Inc

20.5M
Shares

$725 Million
0.26% of portfolio
Jpmorgan Chase & CO New York, NY

7.9M
Shares

$280 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.02M
Shares

$178 Million
0.09% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

4.77M
Shares

$169 Million
1.47% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

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