Cypress Wealth Services, LLC Ishares Currency Hedged Msci E Transaction History

Cypress Wealth Services, LLC

  • $474 Million
  • Q4 2024

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 14,354 shares of HEFA stock, worth $514,877. This represents 0.1% of its overall portfolio holdings.

Number of Shares
14,354
Previous 35,766 59.87%
Holding current value
$514,877
Previous $1.27 Million 60.66%
% of portfolio
0.1%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$34.42 - $35.88 $737,001 - $768,262
-21,412 Reduced 59.87%
14,354 $498,000
Q3 2024

Oct 08, 2024
SELL
$32.34 - $35.85 $1.02 Million - $1.13 Million
-31,548 Reduced 46.87%
35,766 $1.27 Million
Q2 2024

Jul 12, 2024
SELL
$33.83 - $35.94 $569,223 - $604,726
-16,826 Reduced 20.0%
67,314 $2.39 Million
Q1 2024

Apr 15, 2024
BUY
$31.29 - $34.9 $2.63 Million - $2.94 Million
84,140 New
84,140 $2.93 Million

Others Institutions Holding HEFA

# of Institutions
419
Shares Held
139M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CURRENCY HEDGED MSCI E

HEFA Quotes by TradingView
  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
Track This Portfolio

Track Cypress Wealth Services, LLC Portfolio

Follow Cypress Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email