Cypress Wealth Services, LLC Ishares Currency Hedged Msci E Transaction History
Cypress Wealth Services, LLC
- $474 Million
- Q4 2024
A detailed history of Cypress Wealth Services, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 14,354 shares of HEFA stock, worth $527,940. This represents 0.1% of its overall portfolio holdings.
Number of Shares
14,354
Previous 35,766
59.87%
Holding current value
$527,940
Previous $1.27 Million
60.66%
% of portfolio
0.1%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding HEFA
# of Institutions
448Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.86 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$271 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$206 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$189 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$164 Million2.67% of portfolio