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 $230,553. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,320Holding current value
$230,553% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding HEFA
# of Institutions
451Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.84 Billion0.29% of portfolio
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Envestnet Asset Management Inc7.36MShares$269 Million0.08% of portfolio
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Jpmorgan Chase & CO New York, NY5.6MShares$204 Million0.02% of portfolio
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Coldstream Capital Management Inc5.15MShares$188 Million3.86% of portfolio
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Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$163 Million2.67% of portfolio