Cornerstone Planning Group LLC Ishares Currency Hedged Msci E Transaction History
Cornerstone Planning Group LLC
- $407 Billion
- Q4 2024
A detailed history of Cornerstone Planning Group LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 100,673 shares of HEFA stock, worth $3.68 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
100,673
Previous 99,342
1.34%
Holding current value
$3.68 Million
Previous $3.51 Billion
3.4%
% of portfolio
0.89%
Previous 0.93%
Shares
8 transactions
Others Institutions Holding HEFA
# of Institutions
452Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.85 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$269 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$205 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$188 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$163 Million2.67% of portfolio