Certus Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Certus Wealth Management, LLC
- $144 Million
- Q4 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 8,342 shares of HEFA stock, worth $301,146. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,342
Previous 5,788
44.13%
Holding current value
$301,146
Previous $205,000
40.98%
% of portfolio
0.2%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
517Shares Held
176MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.82 Billion0.29% of portfolio
-
Envestnet Asset Management Inc20.8MShares$752 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.97MShares$288 Million0.12% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$202 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$186 Million3.86% of portfolio