Lantz Financial LLC Ishares Currency Hedged Msci E Transaction History
Lantz Financial LLC
- $356 Million
- Q4 2024
A detailed history of Lantz Financial LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Lantz Financial LLC holds 7,539 shares of HEFA stock, worth $278,792. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,539
Previous 8,987
16.11%
Holding current value
$278,792
Previous $318,000
17.92%
% of portfolio
0.07%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding HEFA
# of Institutions
451Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.87 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$272 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$207 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$190 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$165 Million2.67% of portfolio