Warren Averett Asset Management, LLC Ishares Currency Hedged Msci E Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 63,407 shares of HEFA stock, worth $2.31 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
63,407
Previous 40,602
56.17%
Holding current value
$2.31 Million
Previous $1.44 Million
55.58%
% of portfolio
0.04%
Previous 0.03%
Shares
2 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