Axxcess Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 65,035 shares of HEFA stock, worth $2.38 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
65,035
Previous 58,515
11.14%
Holding current value
$2.38 Million
Previous $2.07 Million
9.03%
% of portfolio
0.06%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding HEFA
# of Institutions
452Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.85 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$269 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$205 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$188 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$163 Million2.67% of portfolio