Concorde Asset Management, LLC Ishares Currency Hedged Msci E Transaction History
Concorde Asset Management, LLC
- $183 Million
- Q4 2024
A detailed history of Concorde Asset Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Concorde Asset Management, LLC holds 13,333 shares of HEFA stock, worth $493,054. This represents 0.25% of its overall portfolio holdings.
Number of Shares
13,333
Previous 13,748
3.02%
Holding current value
$493,054
Previous $486,000
4.73%
% of portfolio
0.25%
Previous 0.28%
Shares
10 transactions
Others Institutions Holding HEFA
# of Institutions
451Shares 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$272 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$207 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$190 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$165 Million2.67% of portfolio