A detailed history of Meridian Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 274,426 shares of HEFA stock, worth $9.54 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
274,426
Previous 174,617 57.16%
Holding current value
$9.54 Million
Previous $6.21 Million 56.55%
% of portfolio
0.49%
Previous 0.76%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$32.34 - $35.85 $3.23 Million - $3.58 Million
99,809 Added 57.16%
274,426 $9.72 Million
Q2 2024

Aug 08, 2024

BUY
$33.83 - $35.94 $5.91 Million - $6.28 Million
174,617 New
174,617 $6.21 Million
Q4 2023

Feb 08, 2024

BUY
$28.86 - $31.76 $2.9 Million - $3.19 Million
100,381 New
100,381 $3.16 Million

Others Institutions Holding HEFA

About ISHARES CURRENCY HEDGED MSCI E


  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
Track This Portfolio

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.