Kingswood Wealth Advisors, LLC Ishares Currency Hedged Msci E Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
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 6,605 shares of HEFA stock, worth $249,867. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,605
Previous 6,320
4.51%
Holding current value
$249,867
Previous $220 Million
9.16%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
549Shares 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