Dynasty Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Dynasty Wealth Management, LLC
- $5.8 Trillion
- Q4 2024
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 4,461,629 shares of HEFA stock, worth $166 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
4,461,629Holding current value
$166 Million% of portfolio
2.67%Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
451Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.88 Billion0.29% of portfolio
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Envestnet Asset Management Inc7.36MShares$275 Million0.08% of portfolio
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Jpmorgan Chase & CO New York, NY5.6MShares$209 Million0.02% of portfolio
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Coldstream Capital Management Inc5.15MShares$192 Million3.86% of portfolio
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Quotient Wealth Partners, LLC Houston, TX4.42MShares$165 Million5.02% of portfolio