Trinity Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History

Trinity Wealth Management, LLC

  • $221 Million
  • Q4 2024

A detailed history of Trinity Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 33,931 shares of HEFA stock, worth $1.23 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
33,931
Previous 33,659 0.81%
Holding current value
$1.23 Million
Previous $1.19 Million 1.09%
% of portfolio
0.53%
Previous 0.55%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$34.42 - $35.88 $9,362 - $9,759
272 Added 0.81%
33,931 $1.18 Million
Q3 2024

Oct 18, 2024
BUY
$32.34 - $35.85 $18,627 - $20,649
576 Added 1.74%
33,659 $1.19 Million
Q2 2024

Jul 15, 2024
BUY
$33.83 - $35.94 $40,798 - $43,343
1,206 Added 3.78%
33,083 $1.18 Million
Q1 2024

Apr 17, 2024
BUY
$31.29 - $34.9 $34,544 - $38,529
1,104 Added 3.59%
31,877 $1.11 Million
Q4 2023

Jan 18, 2024
BUY
$28.86 - $31.76 $61,789 - $67,998
2,141 Added 7.48%
30,773 $969,000
Q3 2023

Oct 10, 2023
BUY
$29.54 - $30.96 $845,789 - $886,446
28,632 New
28,632 $861,000

Others Institutions Holding HEFA

# of Institutions
440
Shares Held
144M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CURRENCY HEDGED MSCI E

HEFA Quotes by TradingView
  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
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