Modern Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Modern Wealth Management, LLC holds 329,447 shares of HEFA stock, worth $12.3 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
329,447Holding current value
$12.3 Million% of portfolio
0.42%Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
444Shares Held
148MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.88 Billion0.29% of portfolio
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Envestnet Asset Management Inc7.36MShares$274 Million0.08% of portfolio
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Jpmorgan Chase & CO New York, NY5.6MShares$208 Million0.02% of portfolio
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Coldstream Capital Management Inc5.15MShares$192 Million3.86% of portfolio
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Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$166 Million2.67% of portfolio