Spectrum Planning & Advisory Services Inc. Ishares Currency Hedged Msci E Transaction History
Spectrum Planning & Advisory Services Inc.
- $148 Million
- Q3 2025
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 14,419 shares of HEFA stock, worth $593,341. This represents 0.39% of its overall portfolio holdings.
Number of Shares
14,419
Previous 13,710
5.17%
Holding current value
$593,341
Previous $520,000
9.81%
% of portfolio
0.39%
Previous 0.39%
Shares
4 transactions
Others Institutions Holding HEFA
# of Institutions
473Shares Held
148MCall 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