Wealthgate Family Office, LLC Ishares Currency Hedged Msci E Transaction History
Wealthgate Family Office, LLC
- $35.9 Million
- Q3 2024
A detailed history of Wealthgate Family Office, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Wealthgate Family Office, LLC holds 56,290 shares of HEFA stock, worth $2.07 Million. This represents 5.55% of its overall portfolio holdings.
Number of Shares
56,290
Previous 56,290
-0.0%
Holding current value
$2.07 Million
Previous $2 Million
0.4%
% of portfolio
5.55%
Previous 4.92%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
448Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.86 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$271 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$206 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$189 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$164 Million2.67% of portfolio