Wr Wealth Planners, LLC Ishares Currency Hedged Msci E Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,267 shares of HEFA stock, worth $85,760. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,267
Previous 6,451
64.86%
Holding current value
$85,760
Previous $228,000
65.79%
% of portfolio
0.03%
Previous 0.07%
Shares
4 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