Compass Ion Advisors, LLC Ishares Currency Hedged Msci E Transaction History
Compass Ion Advisors, LLC
- $958 Million
- Q3 2025
A detailed history of Compass Ion Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 8,385 shares of HEFA stock, worth $345,042. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,385
Previous 8,570
2.16%
Holding current value
$345,042
Previous $325,000
2.15%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding HEFA
# of Institutions
476Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY49.3MShares$2.03 Billion0.25% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.75MShares$236 Million0.05% of portfolio
-
Coldstream Capital Management Inc5.51MShares$227 Million3.04% of portfolio
-
Envestnet Asset Management Inc5.23MShares$215 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY5.07MShares$208 Million0.01% of portfolio