Wells Financial Advisors Inc Ishares Currency Hedged Msci E Transaction History
Wells Financial Advisors Inc
- $148 Million
- Q2 2024
A detailed history of Wells Financial Advisors Inc transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Wells Financial Advisors Inc holds 9,839 shares of HEFA stock, worth $348,005. This represents 0.24% of its overall portfolio holdings.
Number of Shares
9,839Holding current value
$348,005% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding HEFA
# of Institutions
442Shares Held
173MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY48.7MShares$1.72 Billion0.3% of portfolio
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Envestnet Asset Management Inc20.5MShares$725 Million0.26% of portfolio
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Jpmorgan Chase & CO New York, NY7.9MShares$280 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC5.02MShares$178 Million0.09% of portfolio
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United Capital Financial Advisers, LLC Newport Beach, CA4.77MShares$169 Million1.47% of portfolio