Client 1 St Advisory Group, LLC Ishares Currency Hedged Msci E Transaction History
Client 1 St Advisory Group, LLC
- $256 Million
- Q4 2024
A detailed history of Client 1 St Advisory Group, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 16,734 shares of HEFA stock, worth $624,178. This represents 0.23% of its overall portfolio holdings.
Number of Shares
16,734
Previous 13,910
20.3%
Holding current value
$624,178
Previous $494,000
17.61%
% of portfolio
0.23%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
451Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.88 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$275 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$209 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$192 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$166 Million2.67% of portfolio