Mount Yale Investment Advisors, LLC Ishares Currency Hedged Msci E Transaction History
Mount Yale Investment Advisors, LLC
- $1.21 Billion
- Q2 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 718 shares of HEFA stock, worth $28,928. This represents 0.0% of its overall portfolio holdings.
Number of Shares
718
Previous 21,090
96.6%
Holding current value
$28,928
Previous $765,000
96.47%
% of portfolio
0.0%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding HEFA
# of Institutions
486Shares Held
153MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY48MShares$1.94 Billion0.26% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$352 Million0.02% of portfolio
-
Envestnet Asset Management Inc7.09MShares$286 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.62MShares$267 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.41MShares$218 Million0.07% of portfolio