Jpl Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Jpl Wealth Management, LLC
- $255 Billion
- Q1 2025
A detailed history of Jpl Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 21,615 shares of HEFA stock, worth $824,179. This represents 0.3% of its overall portfolio holdings.
Number of Shares
21,615
Previous 12,110
78.49%
Holding current value
$824,179
Previous $421 Million
79.16%
% of portfolio
0.3%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding HEFA
# of Institutions
554Shares Held
199MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY51.3MShares$1.96 Billion0.31% of portfolio
-
Envestnet Asset Management Inc20.8MShares$794 Million0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$333 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.97MShares$304 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA6.09MShares$232 Million3.97% of portfolio