Certus Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Certus Wealth Management, LLC
- $141 Million
- Q1 2025
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 40,808 shares of HEFA stock, worth $1.52 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
40,808
Previous 8,342
389.19%
Holding current value
$1.52 Million
Previous $289,000
412.11%
% of portfolio
1.05%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding HEFA
# of Institutions
554Shares Held
199MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY51.3MShares$1.92 Billion0.31% of portfolio
-
Envestnet Asset Management Inc20.8MShares$777 Million0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$326 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.97MShares$297 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA6.09MShares$227 Million3.97% of portfolio