Curtis Advisory Group, LLC Ishares Currency Hedged Msci E Transaction History
Curtis Advisory Group, LLC
- $448 Million
- Q4 2025
A detailed history of Curtis Advisory Group, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 5,815 shares of HEFA stock, worth $239,287. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,815
Previous 5,904
1.51%
Holding current value
$239,287
Previous $233,000
2.58%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding HEFA
# of Institutions
472Shares Held
148MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY49.3MShares$2.03 Billion0.25% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.75MShares$236 Million0.05% of portfolio
-
Coldstream Capital Management Inc5.51MShares$227 Million3.04% of portfolio
-
Envestnet Asset Management Inc5.23MShares$215 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY5.07MShares$208 Million0.01% of portfolio