Black Diamond Wealth Management Inc. Ishares Currency Hedged Msci E Transaction History
Black Diamond Wealth Management Inc.
- $136 Million
- Q2 2024
A detailed history of Black Diamond Wealth Management Inc. transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 38,108 shares of HEFA stock, worth $1.34 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
38,108
Previous 30,520
24.86%
Holding current value
$1.34 Million
Previous $1.06 Million
27.35%
% of portfolio
1.0%
Previous 0.89%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
435Shares Held
170MCall 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