Sofi Wealth, LLC Ishares Currency Hedged Msci E Transaction History

Sofi Wealth, LLC

$732 Million
Q4 2024

A detailed history of Sofi Wealth, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Sofi Wealth, LLC holds 9,217 shares of HEFA stock, worth $335,406. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,217

Holding current value

$335,406

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$34.42 - $35.88 $317,249 - $330,705	9,217 New	9,217 $320,000

Others Institutions Holding HEFA

# of Institutions

439

Shares Held

144M

Call Options Held

Put Options Held

Goldman Sachs Group Inc New York, NY

47M
Shares

$1.71 Billion
0.28% of portfolio
Envestnet Asset Management Inc

7.31M
Shares

$266 Million
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

5.33M
Shares

$194 Million
0.02% of portfolio
Coldstream Capital Management Inc

4.81M
Shares

$175 Million
3.72% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

4.46M
Shares

$162 Million
2.67% of portfolio

View Full List

About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
Industry ETFs

More about HEFA

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sofi Wealth, LLC with notifications on news.

Account