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 $510,428. This represents 0.1% of its overall portfolio holdings.
Number of Shares
14,354
Previous 35,766
59.87%
Holding current value
$510,428
Previous $1.27 Million
60.66%
% of portfolio
0.1%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding HEFA
# of Institutions
417Shares Held
138MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.67 Billion0.28% of portfolio
-
Envestnet Asset Management Inc7.31MShares$260 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY5.33MShares$190 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA4.91MShares$174 Million2.96% of portfolio
-
Coldstream Capital Management Inc4.81MShares$171 Million3.72% of portfolio