Fullcircle Wealth LLC Ishares Currency Hedged Msci E Transaction History

Fullcircle Wealth LLC

$223 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 25, 2024	BUY	$33.83 - $35.94 $366,717 - $389,589	10,840 New	10,840 $376 Million

Others Institutions Holding HEFA

# of Institutions

422

Shares Held

156M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

48.7M
Shares

$1.71 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

7.9M
Shares

$277 Million
0.02% of portfolio
Envestnet Asset Management Inc

7.31M
Shares

$256 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

5.02M
Shares

$176 Million
0.09% of portfolio
Partners Capital Investment Group, LLP Boston, MA

4.91M
Shares

$172 Million
2.96% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
Industry ETFs

More about HEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fullcircle Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fullcircle Wealth LLC with notifications on news.