Kingswood Wealth Advisors, LLC Ishares Currency Hedged Msci E Transaction History
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 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 5,450 shares of HEFA stock, worth $214,239. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,450
Previous 6,605
17.49%
Holding current value
$214,239
Previous $240 Million
13.7%
% of portfolio
0.02%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding HEFA
# of Institutions
502Shares Held
154MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY48MShares$1.89 Billion0.26% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$344 Million0.02% of portfolio
-
Envestnet Asset Management Inc7.09MShares$279 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.62MShares$260 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.41MShares$213 Million0.07% of portfolio