Axxcess Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 58,515 shares of HEFA stock, worth $2.04 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
58,515
Previous 53,746
8.87%
Holding current value
$2.04 Million
Previous $1.91 Million
8.42%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
410Shares Held
137MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.64 Billion0.28% of portfolio
-
Envestnet Asset Management Inc7.31MShares$255 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY5.33MShares$186 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA4.91MShares$171 Million2.96% of portfolio
-
Coldstream Capital Management Inc4.81MShares$168 Million3.72% of portfolio