Pensionmark Financial Group, LLC Ishares Currency Hedged Msci E Transaction History
Pensionmark Financial Group, LLC
- $3.54 Billion
- Q4 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 16,170 shares of HEFA stock, worth $597,966. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,170
Previous 12,509
29.27%
Holding current value
$597,966
Previous $443,000
26.64%
% of portfolio
0.02%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding HEFA
# of Institutions
448Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.87 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$272 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$207 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$190 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$165 Million2.67% of portfolio