Dynasty Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Dynasty Wealth Management, LLC
- $7.49 Trillion
- Q3 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 4,194,769 shares of HEFA stock, worth $173 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
4,194,769
Previous 3,637,880
15.31%
Holding current value
$173 Million
Previous $138 Billion
20.32%
% of portfolio
2.22%
Previous 2.35%
Shares
6 transactions
Others Institutions Holding HEFA
# of Institutions
475Shares 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