Wr Wealth Planners, LLC Ishares Currency Hedged Msci E Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 6,451 shares of HEFA stock, worth $226,430. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,451
Previous 1,275
405.96%
Holding current value
$226,430
Previous $45,000
406.67%
% of portfolio
0.07%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
438Shares Held
173MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY48.7MShares$1.71 Billion0.3% of portfolio
-
Envestnet Asset Management Inc20.5MShares$720 Million0.26% of portfolio
-
Jpmorgan Chase & CO New York, NY7.9MShares$277 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.02MShares$176 Million0.09% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA4.77MShares$168 Million1.47% of portfolio