Kathleen S. Wright Associates Inc. Ishares Currency Hedged Msci E Transaction History
Kathleen S. Wright Associates Inc.
- $244 Million
- Q2 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 $1.08 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
26,850
Previous 26,850
-0.0%
Holding current value
$1.08 Million
Previous $974,000
4.62%
% of portfolio
0.42%
Previous 0.4%
Shares
9 transactions
Others Institutions Holding HEFA
# of Institutions
502Shares Held
154MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY48MShares$1.94 Billion0.26% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$352 Million0.02% of portfolio
-
Envestnet Asset Management Inc7.09MShares$286 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.62MShares$267 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.41MShares$218 Million0.07% of portfolio