Kingswood Wealth Advisors, LLC Ishares Currency Hedged Msci E Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 6,320 shares of HEFA stock, worth $230,237. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,320Holding current value
$230,237% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding HEFA
# of Institutions
435Shares Held
142MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.71 Billion0.28% of portfolio
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Envestnet Asset Management Inc7.31MShares$266 Million0.09% of portfolio
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Jpmorgan Chase & CO New York, NY5.33MShares$194 Million0.02% of portfolio
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Coldstream Capital Management Inc4.81MShares$175 Million3.72% of portfolio
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Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$163 Million2.67% of portfolio