Lebenthal Global Advisors, LLC Ishares Currency Hedged Msci E Transaction History

Lebenthal Global Advisors, LLC

$453 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 07, 2021	SELL	$30.49 - $33.1 $45,735 - $49,650	-1,500 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$26.45 - $30.76 $39,675 - $46,140	1,500 New	1,500 $45,000

Others Institutions Holding HEFA

# of Institutions

477

Shares Held

179M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

48.7M
Shares

$1.73 Billion
0.3% of portfolio
Envestnet Asset Management Inc

20.5M
Shares

$730 Million
0.26% of portfolio
Jpmorgan Chase & CO New York, NY

7.9M
Shares

$281 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.02M
Shares

$179 Million
0.09% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

4.77M
Shares

$170 Million
1.47% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
Industry ETFs

More about HEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lebenthal Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lebenthal Global Advisors, LLC with notifications on news.