Shared Vision Wealth Group LLC Ishares Currency Hedged Msci E Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 26,096 shares of HEFA stock, worth $910,489. This represents 0.54% of its overall portfolio holdings.
Number of Shares
26,096
Previous 36,841
29.17%
Holding current value
$910,489
Previous $1.29 Billion
27.8%
% of portfolio
0.54%
Previous 0.8%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
438Shares Held
178MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47.6MShares$1.66 Billion0.3% of portfolio
-
Envestnet Asset Management Inc27.5MShares$960 Million0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY7.94MShares$277 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.01MShares$210 Million0.11% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA5.23MShares$182 Million1.52% of portfolio