One Ascent Wealth Management LLC Ishares Currency Hedged Msci E Transaction History
One Ascent Wealth Management LLC
- $243 Million
- Q4 2024
A detailed history of One Ascent Wealth Management LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 13,653 shares of HEFA stock, worth $488,913. This represents 0.2% of its overall portfolio holdings.
Number of Shares
13,653
Previous 10,474
30.35%
Holding current value
$488,913
Previous $371,000
27.76%
% of portfolio
0.2%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
487Shares Held
151MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.81 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$264 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$201 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$184 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$160 Million2.67% of portfolio