Concurrent Investment Advisors, LLC Ishares Currency Hedged Msci E Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 112,590 shares of HEFA stock, worth $3.99 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
112,590
Previous 99,795
12.82%
Holding current value
$3.99 Million
Previous $3.14 Billion
24.89%
% of portfolio
0.16%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
419Shares Held
179MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47.6MShares$1.69 Billion0.3% of portfolio
-
Envestnet Asset Management Inc27.5MShares$976 Million0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY7.94MShares$281 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.01MShares$213 Million0.11% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA5.23MShares$185 Million1.52% of portfolio