Avidian Wealth Solutions, LLC Ishares Currency Hedged Msci E Transaction History

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 241,518 shares of HEFA stock, worth $8.73 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
241,518
Previous 234,722 2.9%
Holding current value
$8.73 Million
Previous $8.35 Million 2.49%
% of portfolio
0.4%
Previous 0.36%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$32.34 - $35.85 $219,782 - $243,636
6,796 Added 2.9%
241,518 $8.55 Million
Q2 2024

Aug 06, 2024
SELL
$33.83 - $35.94 $384,376 - $408,350
-11,362 Reduced 4.62%
234,722 $8.35 Million
Q1 2024

May 03, 2024
BUY
$31.29 - $34.9 $941,891 - $1.05 Million
30,102 Added 13.94%
246,084 $8.58 Million
Q4 2023

Feb 06, 2024
BUY
$28.86 - $31.76 $530,158 - $583,431
18,370 Added 9.3%
215,982 $6.81 Million
Q3 2023

Oct 13, 2023
SELL
$29.54 - $30.96 $984,006 - $1.03 Million
-33,311 Reduced 14.43%
197,612 $5.95 Million
Q2 2023

Aug 03, 2023
SELL
$29.32 - $31.08 $179,409 - $190,178
-6,119 Reduced 2.58%
230,923 $7.16 Million
Q1 2023

May 08, 2023
BUY
$27.47 - $29.65 $779,131 - $840,962
28,363 Added 13.59%
237,042 $6.99 Million
Q4 2022

Feb 06, 2023
BUY
$27.0 - $34.09 $5.63 Million - $7.11 Million
208,679 New
208,679 $5.63 Million
Q2 2022

Jul 29, 2022
SELL
$31.04 - $34.59 $273,959 - $305,291
-8,826 Closed
0 $0
Q1 2022

May 10, 2022
SELL
$30.88 - $35.96 $8.13 Million - $9.47 Million
-263,319 Reduced 96.76%
8,826 $300,000
Q4 2021

Feb 14, 2022
SELL
$33.99 - $36.33 $169,032 - $180,669
-4,973 Reduced 1.79%
272,145 $9.62 Million
Q3 2021

Nov 10, 2021
BUY
$33.35 - $35.56 $226,346 - $241,345
6,787 Added 2.51%
277,118 $9.53 Million
Q2 2021

Aug 09, 2021
BUY
$33.05 - $35.02 $45,212 - $47,907
1,368 Added 0.51%
270,331 $9.36 Million
Q1 2021

May 05, 2021
SELL
$30.49 - $33.1 $139,613 - $151,564
-4,579 Reduced 1.67%
268,963 $8.87 Million
Q4 2020

Feb 09, 2021
BUY
$26.45 - $30.76 $3.44 Million - $4 Million
129,928 Added 90.47%
273,542 $8.34 Million
Q3 2020

Nov 06, 2020
BUY
$26.72 - $28.26 $3.84 Million - $4.06 Million
143,614 New
143,614 $3.96 Million

Others Institutions Holding HEFA

# of Institutions
421
Shares Held
139M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CURRENCY HEDGED MSCI E

HEFA Quotes by TradingView
  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
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