Summit Asset Management, LLC Ishares Currency Hedged Msci E Transaction History
Summit Asset Management, LLC
- $841 Million
- Q1 2024
A detailed history of Summit Asset Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Summit Asset Management, LLC holds 19,236 shares of HEFA stock, worth $680,569. This represents 0.08% of its overall portfolio holdings.
Number of Shares
19,236
Previous 19,236
-0.0%
Holding current value
$680,569
Previous $606,000
10.56%
% of portfolio
0.08%
Previous 0.08%
Shares
14 transactions
Others Institutions Holding HEFA
# of Institutions
419Shares Held
179MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47.6MShares$1.68 Billion0.3% of portfolio
-
Envestnet Asset Management Inc27.5MShares$974 Million0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY7.94MShares$281 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.01MShares$213 Million0.11% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA5.23MShares$185 Million1.52% of portfolio