Lloyd Advisory Services, Llc. Ishares Currency Hedged Msci E Transaction History
Lloyd Advisory Services, Llc.
- $111 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding HEFA
# of Institutions
425Shares Held
139MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.71 Billion0.28% of portfolio
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Envestnet Asset Management Inc7.31MShares$266 Million0.09% of portfolio
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Jpmorgan Chase & CO New York, NY5.33MShares$194 Million0.02% of portfolio
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Coldstream Capital Management Inc4.81MShares$175 Million3.72% of portfolio
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Quotient Wealth Partners, LLC Houston, TX4.42MShares$161 Million5.02% of portfolio