Ep Wealth Advisors, LLC Ishares Currency Hedged Msci E Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,858 shares of HEFA stock, worth $99,458. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,858
Previous 4,254 32.82%
Holding current value
$99,458
Previous $151,000 33.11%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$32.34 - $35.85 $45,146 - $50,046
-1,396 Reduced 32.82%
2,858 $101,000
Q2 2024

Aug 19, 2024
BUY
$33.83 - $35.94 $11,333 - $12,039
335 Added 8.55%
4,254 $151,000
Q4 2023

Feb 28, 2024
BUY
$28.86 - $31.76 $5,396 - $5,939
187 Added 5.01%
3,919 $123,000
Q3 2023

Nov 22, 2023
BUY
$29.54 - $30.96 $110,243 - $115,542
3,732 New
3,732 $112,000
Q2 2022

Aug 11, 2022
SELL
$31.04 - $34.59 $31 - $34
-1 Reduced 0.03%
3,192 $102,000
Q1 2022

May 20, 2022
BUY
$30.88 - $35.96 $98,599 - $114,820
3,193 New
3,193 $108,000

Others Institutions Holding HEFA

# of Institutions
410
Shares Held
138M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CURRENCY HEDGED MSCI E

HEFA Quotes by TradingView
  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
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