Capital Asset Advisory Services LLC Ishares Currency Hedged Msci E Transaction History
Capital Asset Advisory Services LLC
- $2.01 Billion
- Q4 2024
A detailed history of Capital Asset Advisory Services LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 65,532 shares of HEFA stock, worth $2.43 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
65,532
Previous 59,120
10.85%
Holding current value
$2.43 Million
Previous $2.09 Million
8.74%
% of portfolio
0.11%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding HEFA
# of Institutions
452Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.87 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$273 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$208 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$191 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$166 Million2.67% of portfolio