Spectrum Planning & Advisory Services Inc. Ishares Currency Hedged Msci E Transaction History

Spectrum Planning & Advisory Services Inc.

$101 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$33.83 - $35.94 $953,667 - $1.01 Million	28,190 New	28,190 $1 Million

Others Institutions Holding HEFA

# of Institutions

410

Shares Held

137M

Call Options Held

Put Options Held

Goldman Sachs Group Inc New York, NY

47M
Shares

$1.64 Billion
0.28% of portfolio
Envestnet Asset Management Inc

7.31M
Shares

$255 Million
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

5.33M
Shares

$186 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

4.91M
Shares

$171 Million
2.96% of portfolio
Coldstream Capital Management Inc

4.81M
Shares

$168 Million
3.72% of portfolio

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