Trinity Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Trinity Wealth Management, LLC
- $274 Million
- Q4 2025
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 31,983 shares of HEFA stock, worth $1.32 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
31,983
Previous 29,168
9.65%
Holding current value
$1.32 Million
Previous $1.16 Million
13.94%
% of portfolio
0.48%
Previous 0.45%
Shares
10 transactions
Others Institutions Holding HEFA
# of Institutions
470Shares Held
148MCall 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