Wealth Shield Partners, LLC Ishares Currency Hedged Msci E Transaction History
Wealth Shield Partners, LLC
- $690 Million
- Q4 2024
A detailed history of Wealth Shield Partners, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 5,793 shares of HEFA stock, worth $214,804. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,793
Previous 6,113
5.23%
Holding current value
$214,804
Previous $216,000
6.94%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding HEFA
# of Institutions
449Shares Held
147MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.87 Billion0.29% of portfolio
-
Envestnet Asset Management Inc7.36MShares$273 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$208 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$191 Million3.86% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$165 Million2.67% of portfolio