Certus Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Certus Wealth Management, LLC
- $142 Million
- Q3 2024
A detailed history of Certus Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Certus Wealth Management, LLC holds 5,788 shares of HEFA stock, worth $207,615. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,788
Previous 33,507
82.73%
Holding current value
$207,615
Previous $1.19 Million
82.79%
% of portfolio
0.14%
Previous 0.92%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
419Shares Held
139MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.69 Billion0.28% of portfolio
-
Envestnet Asset Management Inc7.31MShares$262 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY5.33MShares$191 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA4.91MShares$176 Million2.96% of portfolio
-
Coldstream Capital Management Inc4.81MShares$173 Million3.72% of portfolio