Kathleen S. Wright Associates Inc. Ishares Currency Hedged Msci E Transaction History
Kathleen S. Wright Associates Inc.
- $247 Million
- Q1 2025
A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 26,850 shares of HEFA stock, worth $1.02 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
26,850
Previous 26,850
-0.0%
Holding current value
$1.02 Million
Previous $933,000
4.39%
% of portfolio
0.4%
Previous 0.38%
Shares
9 transactions
Others Institutions Holding HEFA
# of Institutions
553Shares Held
199MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY51.3MShares$1.94 Billion0.31% of portfolio
-
Envestnet Asset Management Inc20.8MShares$788 Million0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$331 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.97MShares$301 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA6.09MShares$230 Million3.97% of portfolio