Aspire Wealth Management Corp Ishares Currency Hedged Msci E Transaction History
Aspire Wealth Management Corp
- $158 Million
- Q1 2024
A detailed history of Aspire Wealth Management Corp transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Aspire Wealth Management Corp holds 49,848 shares of HEFA stock, worth $1.75 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
49,848
Previous 35,254
41.4%
Holding current value
$1.75 Million
Previous $1.11 Million
56.58%
% of portfolio
1.1%
Previous 0.79%
Shares
10 transactions
Others Institutions Holding HEFA
# of Institutions
431Shares Held
180MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47.6MShares$1.68 Billion0.3% of portfolio
-
Envestnet Asset Management Inc27.5MShares$969 Million0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY7.94MShares$279 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.01MShares$212 Million0.11% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA5.23MShares$184 Million1.52% of portfolio