Cypress Financial Planning LLC Ishares Currency Hedged Msci E Transaction History
Cypress Financial Planning LLC
- $322 Million
- Q3 2025
A detailed history of Cypress Financial Planning LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Cypress Financial Planning LLC holds 9,029 shares of HEFA stock, worth $371,543. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,029
Previous 9,003
0.29%
Holding current value
$371,543
Previous $341,000
4.69%
% of portfolio
0.11%
Previous 0.11%
Shares
12 transactions
Others Institutions Holding HEFA
# of Institutions
474Shares Held
147MCall 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