Ever Source Wealth Advisors, LLC Ishares Currency Hedged Msci E Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,877 shares of HEFA stock, worth $68,322. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,877
Previous 8,331
77.47%
Holding current value
$68,322
Previous $296,000
77.7%
% of portfolio
0.0%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
429Shares Held
137MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.71 Billion0.28% of portfolio
-
Envestnet Asset Management Inc7.31MShares$266 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY5.33MShares$194 Million0.02% of portfolio
-
Coldstream Capital Management Inc4.81MShares$175 Million3.72% of portfolio
-
Quotient Wealth Partners, LLC Houston, TX4.42MShares$161 Million5.02% of portfolio