Dynasty Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Dynasty Wealth Management, LLC
- $3.14 Trillion
- Q1 2024
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 4,261,328 shares of HEFA stock, worth $152 Million. This represents 4.74% of its overall portfolio holdings.
Number of Shares
4,261,328Holding current value
$152 Million% of portfolio
4.74%Shares
1 transactions
Others Institutions Holding HEFA
# of Institutions
414Shares Held
179MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47.6MShares$1.7 Billion0.3% of portfolio
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Envestnet Asset Management Inc27.5MShares$983 Million0.36% of portfolio
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Jpmorgan Chase & CO New York, NY7.94MShares$284 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC6.01MShares$215 Million0.11% of portfolio
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United Capital Financial Advisers, LLC Newport Beach, CA5.23MShares$187 Million1.52% of portfolio