Compass Ion Advisors, LLC Ishares Currency Hedged Msci E Transaction History
Compass Ion Advisors, LLC
- $759 Million
- Q3 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 10,082 shares of HEFA stock, worth $352,063. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,082
Previous 8,422
19.71%
Holding current value
$352,063
Previous $299,000
19.4%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
411Shares Held
137MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.64 Billion0.28% of portfolio
-
Envestnet Asset Management Inc7.31MShares$255 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY5.33MShares$186 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA4.91MShares$171 Million2.96% of portfolio
-
Coldstream Capital Management Inc4.81MShares$168 Million3.72% of portfolio