Axxcess Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Axxcess Wealth Management, LLC
- $3.61 Billion
- Q2 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 53,746 shares of HEFA stock, worth $1.9 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
53,746
Previous 49,134
9.39%
Holding current value
$1.9 Million
Previous $1.71 Million
11.56%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
445Shares Held
174MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY48.7MShares$1.72 Billion0.3% of portfolio
-
Envestnet Asset Management Inc20.5MShares$725 Million0.26% of portfolio
-
Jpmorgan Chase & CO New York, NY7.9MShares$280 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.02MShares$178 Million0.09% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA4.77MShares$169 Million1.47% of portfolio