Compass Ion Advisors, LLC Ishares Currency Hedged Msci E Transaction History
Compass Ion Advisors, LLC
- $773 Million
- Q4 2024
A detailed history of Compass Ion Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 11,527 shares of HEFA stock, worth $428,804. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,527
Previous 10,082
14.33%
Holding current value
$428,804
Previous $357,000
12.04%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding HEFA
# of Institutions
444Shares Held
148MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.88 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$274 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$208 Million0.02% of portfolio
-
Coldstream Capital Management Inc4.81MShares$179 Million3.72% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$166 Million2.67% of portfolio