One Ascent Wealth Management LLC Ishares Currency Hedged Msci E Transaction History
One Ascent Wealth Management LLC
- $263 Million
- Q3 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 10,474 shares of HEFA stock, worth $365,961. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,474Holding current value
$365,961% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding HEFA
# of Institutions
410Shares Held
137MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.64 Billion0.28% of portfolio
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Envestnet Asset Management Inc7.31MShares$255 Million0.09% of portfolio
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Jpmorgan Chase & CO New York, NY5.33MShares$186 Million0.02% of portfolio
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Partners Capital Investment Group, LLP Boston, MA4.91MShares$171 Million2.96% of portfolio
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Coldstream Capital Management Inc4.81MShares$168 Million3.72% of portfolio