Cornerstone Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Cornerstone Wealth Management, LLC
- $1.44 Billion
- Q4 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 61,126 shares of HEFA stock, worth $2.29 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
61,126
Previous 51,541
18.6%
Holding current value
$2.29 Million
Previous $1.83 Million
16.38%
% of portfolio
0.15%
Previous 0.13%
Shares
14 transactions
Others Institutions Holding HEFA
# of Institutions
451Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.89 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$276 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$210 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$193 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$167 Million2.67% of portfolio