Capital Advisory Group Advisory Services, LLC Ishares Currency Hedged Msci E Transaction History
Capital Advisory Group Advisory Services, LLC
- $259 Million
- Q1 2025
A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 7,709 shares of HEFA stock, worth $265,112. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,709
Previous 7,021
9.8%
Holding current value
$265,112
Previous $243,000
15.64%
% of portfolio
0.11%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
469Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.74 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$253 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$193 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$177 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$153 Million2.67% of portfolio