Warren Averett Asset Management, LLC Ishares Currency Hedged Msci E Transaction History
Warren Averett Asset Management, LLC
- $6.36 Billion
- Q4 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 88,097 shares of HEFA stock, worth $3.24 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
88,097
Previous 63,407
38.94%
Holding current value
$3.24 Million
Previous $2.25 Million
36.35%
% of portfolio
0.05%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
448Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.86 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$271 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$206 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$189 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$164 Million2.67% of portfolio