Amplius Wealth Advisors, LLC Ishares Currency Hedged Msci E Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$30.88 - $35.96 $20,041 - $23,338	-649 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$33.99 - $36.33 $22,059 - $23,578	649 New	649 $22,000

Others Institutions Holding HEFA

# of Institutions

442

Shares Held

173M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

48.7M
Shares

$1.71 Billion
0.3% of portfolio
Envestnet Asset Management Inc

20.5M
Shares

$720 Million
0.26% of portfolio
Jpmorgan Chase & CO New York, NY

7.9M
Shares

$277 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.02M
Shares

$176 Million
0.09% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

4.77M
Shares

$168 Million
1.47% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
Industry ETFs

More about HEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.