Icon Wealth Advisors, LLC Ishares Currency Hedged Msci E Transaction History
Icon Wealth Advisors, LLC
- $1.19 Billion
- Q4 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 35,860 shares of HEFA stock, worth $1.34 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
35,860
Previous 35,369
1.39%
Holding current value
$1.34 Million
Previous $1.25 Million
0.48%
% of portfolio
0.1%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding HEFA
# of Institutions
446Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.89 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$276 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$210 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$193 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$167 Million2.67% of portfolio