Precision Wealth Strategies, LLC Ishares Currency Hedged Msci E Transaction History
Precision Wealth Strategies, LLC
- $267 Million
- Q3 2025
A detailed history of Precision Wealth Strategies, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 143,806 shares of HEFA stock, worth $5.92 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
143,806
Previous 152,192
5.51%
Holding current value
$5.92 Million
Previous $5.78 Million
1.4%
% of portfolio
2.13%
Previous 2.11%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
475Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY49.3MShares$2.03 Billion0.25% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.75MShares$236 Million0.05% of portfolio
-
Coldstream Capital Management Inc5.51MShares$227 Million3.04% of portfolio
-
Envestnet Asset Management Inc5.23MShares$215 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY5.07MShares$208 Million0.01% of portfolio