True Private Wealth Advisors Ishares Currency Hedged Msci E Transaction History
True Private Wealth Advisors
- $779 Million
- Q4 2024
A detailed history of True Private Wealth Advisors transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, True Private Wealth Advisors holds 79,530 shares of HEFA stock, worth $2.96 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
79,530
Previous 81,926
2.92%
Holding current value
$2.96 Million
Previous $2.9 Million
4.76%
% of portfolio
0.35%
Previous 0.36%
Shares
6 transactions
Others Institutions Holding HEFA
# of Institutions
444Shares Held
148MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.88 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$274 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$208 Million0.02% of portfolio
-
Coldstream Capital Management Inc4.81MShares$179 Million3.72% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$166 Million2.67% of portfolio