Spectrum Planning & Advisory Services Inc. Ishares Currency Hedged Msci E Transaction History
Spectrum Planning & Advisory Services Inc.
- $133 Million
- Q2 2025
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 13,710 shares of HEFA stock, worth $552,375. This represents 0.39% of its overall portfolio holdings.
Number of Shares
13,710
Previous 8,839
55.11%
Holding current value
$552,375
Previous $320,000
62.5%
% of portfolio
0.39%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
502Shares Held
154MCall 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