Ehrlich Financial Group Ishares Currency Hedged Msci E Transaction History
Ehrlich Financial Group
- $137 Billion
- Q1 2025
A detailed history of Ehrlich Financial Group transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Ehrlich Financial Group holds 35,389 shares of HEFA stock, worth $1.22 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
35,389
Previous 6,133
477.03%
Holding current value
$1.22 Million
Previous $213 Million
502.64%
% of portfolio
0.94%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding HEFA
# of Institutions
469Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.74 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$253 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$193 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$177 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$153 Million2.67% of portfolio