Dynasty Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Dynasty Wealth Management, LLC
- $6 Trillion
- Q1 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 3,883,488 shares of HEFA stock, worth $140 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
3,883,488
Previous 4,461,629
12.96%
Holding current value
$140 Million
Previous $155 Billion
9.1%
% of portfolio
2.35%
Previous 2.67%
Shares
4 transactions
Others Institutions Holding HEFA
# of Institutions
501Shares Held
167MCall 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