Optivise Advisory Services LLC Ishares Currency Hedged Msci E Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Optivise Advisory Services LLC holds 7,400 shares of HEFA stock, worth $276,020. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,400
Previous 7,286
1.56%
Holding current value
$276,020
Previous $258 Million
0.36%
% of portfolio
0.14%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
451Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.88 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$275 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$209 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$192 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$166 Million2.67% of portfolio