Peninsula Wealth, LLC Ishares Currency Hedged Msci E Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 2024
A detailed history of Peninsula Wealth, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Peninsula Wealth, LLC holds 29,241 shares of HEFA stock, worth $1.1 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
29,241
Previous 101,711
71.25%
Holding current value
$1.1 Million
Previous $3.6 Million
71.79%
% of portfolio
0.17%
Previous 0.65%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
451Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.89 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$276 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$210 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$193 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$167 Million2.67% of portfolio