Legacy Wealth Planning, LLC Ishares Currency Hedged Msci E Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
Shares
4 transactions
Others Institutions Holding HEFA
# of Institutions
410Shares Held
137MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.62 Billion0.28% of portfolio
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Envestnet Asset Management Inc7.31MShares$251 Million0.09% of portfolio
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Jpmorgan Chase & CO New York, NY5.33MShares$184 Million0.02% of portfolio
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Partners Capital Investment Group, LLP Boston, MA4.91MShares$169 Million2.96% of portfolio
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Coldstream Capital Management Inc4.81MShares$166 Million3.72% of portfolio