Cypress Wealth Services, LLC Ishares Currency Hedged Msci E Transaction History
Cypress Wealth Services, LLC
- $468 Million
- Q1 2025
A detailed history of Cypress Wealth Services, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 67,540 shares of HEFA stock, worth $2.32 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
67,540
Previous 14,354
370.53%
Holding current value
$2.32 Million
Previous $498,000
395.78%
% of portfolio
0.53%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding HEFA
# of Institutions
469Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.74 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$253 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$193 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$177 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$153 Million2.67% of portfolio