Wealth Preservation Advisors, LLC Ishares Currency Hedged Msci E Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 39,259 shares of HEFA stock, worth $1.42 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
39,259Holding current value
$1.42 Million% of portfolio
1.02%Shares
1 transactions
Others Institutions Holding HEFA
# of Institutions
549Shares Held
193MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY51.3MShares$1.85 Billion0.31% of portfolio
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Envestnet Asset Management Inc20.8MShares$752 Million0.25% of portfolio
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Jpmorgan Chase & CO New York, NY8.74MShares$316 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC7.97MShares$288 Million0.12% of portfolio
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Partners Capital Investment Group, LLP Boston, MA6.09MShares$220 Million3.97% of portfolio