Valeo Financial Advisors, LLC Ishares Currency Hedged Msci E Transaction History
Valeo Financial Advisors, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 489,540 shares of HEFA stock, worth $17.8 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
489,540
Previous 489,540
-0.0%
Holding current value
$17.8 Million
Previous $17.3 Million
1.89%
% of portfolio
0.43%
Previous 0.45%
Shares
8 transactions
Others Institutions Holding HEFA
# of Institutions
429Shares Held
137MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.71 Billion0.28% of portfolio
-
Envestnet Asset Management Inc7.31MShares$266 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY5.33MShares$194 Million0.02% of portfolio
-
Coldstream Capital Management Inc4.81MShares$175 Million3.72% of portfolio
-
Quotient Wealth Partners, LLC Houston, TX4.42MShares$161 Million5.02% of portfolio