Axxcess Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 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 58,515 shares of HEFA stock, worth $2.13 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
58,515
Previous 53,746
8.87%
Holding current value
$2.13 Million
Previous $1.91 Million
8.42%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
431Shares 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