Concord Wealth Partners Ishares Currency Hedged Msci E Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
A detailed history of Concord Wealth Partners transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Concord Wealth Partners holds 33 shares of HEFA stock, worth $1,153. This represents 0.0% of its overall portfolio holdings.
Number of Shares
33
Previous 33
-0.0%
Holding current value
$1,153
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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