M Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
M Wealth Management, LLC
- $107 Billion
- Q1 2025
A detailed history of M Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, M Wealth Management, LLC holds 15,842 shares of HEFA stock, worth $599,302. This represents 0.54% of its overall portfolio holdings.
Number of Shares
15,842
Previous 15,842
-0.0%
Holding current value
$599,302
Previous $551 Million
4.43%
% of portfolio
0.54%
Previous 0.5%
Shares
1 transactions
Others Institutions Holding HEFA
# of Institutions
552Shares Held
199MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY51.3MShares$1.94 Billion0.31% of portfolio
-
Envestnet Asset Management Inc20.8MShares$788 Million0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$331 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.97MShares$301 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA6.09MShares$230 Million3.97% of portfolio