Ever Source Wealth Advisors, LLC Ishares Currency Hedged Msci E Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,254 shares of HEFA stock, worth $46,561. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,254
Previous 1,877 33.19%
Holding current value
$46,561
Previous $66,000 34.85%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$34.42 - $35.88 $21,443 - $22,353
-623 Reduced 33.19%
1,254 $43,000
Q3 2024

Nov 08, 2024
SELL
$32.34 - $35.85 $208,722 - $231,375
-6,454 Reduced 77.47%
1,877 $66,000
Q2 2024

Aug 13, 2024
BUY
$33.83 - $35.94 $128,824 - $136,859
3,808 Added 84.19%
8,331 $296,000
Q1 2024

Jun 11, 2024
BUY
$31.29 - $34.9 $141,524 - $157,852
4,523 New
4,523 $157,000

Others Institutions Holding HEFA

# of Institutions
451
Shares Held
147M
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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email