Lido Advisors, LLC Ishares Currency Hedged Msci E Transaction History

Lido Advisors, LLC

$20.3 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$29.54 - $30.96 $767,124 - $804,000	25,969 New	25,969 $781,000

Others Institutions Holding HEFA

# of Institutions

443

Shares Held

148M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

50.5M
Shares

$1.87 Billion
0.29% of portfolio
Envestnet Asset Management Inc

7.31M
Shares

$270 Million
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

5.6M
Shares

$207 Million
0.02% of portfolio
Coldstream Capital Management Inc

4.81M
Shares

$178 Million
3.72% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

4.46M
Shares

$165 Million
2.67% 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 Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.