Kwb Wealth Ishares Currency Hedged Msci E Transaction History
Kwb Wealth
- $806 Million
- Q3 2024
A detailed history of Kwb Wealth transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Kwb Wealth holds 80,992 shares of HEFA stock, worth $2.79 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
80,992
Previous 98,955
18.15%
Holding current value
$2.79 Million
Previous $3.52 Million
18.48%
% of portfolio
0.36%
Previous 0.48%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
410Shares Held
137MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.62 Billion0.28% of portfolio
-
Envestnet Asset Management Inc7.31MShares$251 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY5.33MShares$184 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA4.91MShares$169 Million2.96% of portfolio
-
Coldstream Capital Management Inc4.81MShares$166 Million3.72% of portfolio