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 $527,012. This represents 0.39% of its overall portfolio holdings.
Number of Shares
13,710
Previous 8,839
55.11%
Holding current value
$527,012
Previous $320,000
62.5%
% of portfolio
0.39%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
513Shares Held
168MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY51.3MShares$1.97 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$336 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.97MShares$306 Million0.12% of portfolio
-
Envestnet Asset Management Inc7.09MShares$272 Million0.08% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA6.09MShares$234 Million3.97% of portfolio