Lido Advisors, LLC Ishares Currency Hedged Msci E Transaction History

Lido Advisors, LLC

$21.7 Billion
Q4 2024

A detailed history of Lido Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Lido Advisors, LLC holds 6,323 shares of HEFA stock, worth $234,772. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,323

Holding current value

$234,772

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$34.42 - $35.88 $217,637 - $226,869	6,323 New	6,323 $219,000
Q3 2023 Nov 14, 2023	BUY	$29.54 - $30.96 $767,124 - $804,000	25,969 New	25,969 $781,000

Others Institutions Holding HEFA

# of Institutions

451

Shares Held

147M

Call Options Held

Put Options Held

Goldman Sachs Group Inc New York, NY

50.5M
Shares

$1.87 Billion
0.29% of portfolio
Envestnet Asset Management Inc

7.36M
Shares

$273 Million
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

5.6M
Shares

$208 Million
0.02% of portfolio
Coldstream Capital Management Inc

5.15M
Shares

$191 Million
3.86% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

4.46M
Shares

$166 Million
2.67% of portfolio

View Full List

About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
Industry ETFs

More about HEFA

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