Cornerstone Planning Group LLC Ishares Currency Hedged Msci E Transaction History
Cornerstone Planning Group LLC
- $418 Billion
- Q1 2025
A detailed history of Cornerstone Planning Group LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 101,113 shares of HEFA stock, worth $3.65 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
101,113
Previous 100,673
0.44%
Holding current value
$3.65 Million
Previous $3.63 Billion
1.84%
% of portfolio
0.85%
Previous 0.89%
Shares
9 transactions
Others Institutions Holding HEFA
# of Institutions
507Shares Held
168MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.82 Billion0.29% of portfolio
-
Envestnet Asset Management Inc20.8MShares$752 Million0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$202 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$186 Million3.86% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA4.28MShares$154 Million1.27% of portfolio