Heritage Wealth Advisors Ishares Currency Hedged Msci E Transaction History
Heritage Wealth Advisors
- $2.06 Billion
- Q3 2024
A detailed history of Heritage Wealth Advisors transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Heritage Wealth Advisors holds 8,103 shares of HEFA stock, worth $293,409. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,103
Previous 8,103
-0.0%
Holding current value
$293,409
Previous $288,000
0.35%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding HEFA
# of Institutions
425Shares Held
139MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.7 Billion0.28% of portfolio
-
Envestnet Asset Management Inc7.31MShares$265 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY5.33MShares$193 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA4.91MShares$178 Million2.96% of portfolio
-
Coldstream Capital Management Inc4.81MShares$174 Million3.72% of portfolio