Cypress Financial Planning LLC Ishares Currency Hedged Msci E Transaction History
Cypress Financial Planning LLC
- $270 Million
- Q4 2024
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 9,237 shares of HEFA stock, worth $336,226. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,237
Previous 9,252
0.16%
Holding current value
$336,226
Previous $327,000
2.14%
% of portfolio
0.12%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding HEFA
# of Institutions
431Shares Held
137MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.71 Billion0.28% of portfolio
-
Envestnet Asset Management Inc7.31MShares$266 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY5.33MShares$194 Million0.02% of portfolio
-
Coldstream Capital Management Inc4.81MShares$175 Million3.72% of portfolio
-
Quotient Wealth Partners, LLC Houston, TX4.42MShares$161 Million5.02% of portfolio