Watershed Private Wealth LLC Ishares Currency Hedged Msci E Transaction History
Watershed Private Wealth LLC
- $235 Billion
- Q2 2024
A detailed history of Watershed Private Wealth LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Watershed Private Wealth LLC holds 59,734 shares of HEFA stock, worth $2.13 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
59,734
Previous 81,172
26.41%
Holding current value
$2.13 Million
Previous $2.83 Billion
24.99%
% of portfolio
0.9%
Previous 1.25%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
477Shares Held
179MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY48.7MShares$1.73 Billion0.3% of portfolio
-
Envestnet Asset Management Inc20.5MShares$730 Million0.26% of portfolio
-
Jpmorgan Chase & CO New York, NY7.9MShares$281 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.02MShares$179 Million0.09% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA4.77MShares$170 Million1.47% of portfolio