Wr Wealth Planners, LLC Ishares Currency Hedged Msci E Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,267 shares of HEFA stock, worth $93,287. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,267
Previous 6,451
64.86%
Holding current value
$93,287
Previous $228,000
65.79%
% of portfolio
0.03%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding HEFA
# of Institutions
474Shares Held
147MCall 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