Ever Source Wealth Advisors, LLC Ishares Currency Hedged Msci E Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,254 shares of HEFA stock, worth $44,228. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,254
Previous 1,877
33.19%
Holding current value
$44,228
Previous $66,000
34.85%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding HEFA
# of Institutions
475Shares Held
150MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.78 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$260 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$198 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$182 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$157 Million2.67% of portfolio