Lighthouse Wealth Management Inc. Ishares Currency Hedged Msci E Transaction History
Lighthouse Wealth Management Inc.
- $116 Billion
- Q2 2025
A detailed history of Lighthouse Wealth Management Inc. transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Lighthouse Wealth Management Inc. holds 333,250 shares of HEFA stock, worth $12.8 Million. This represents 10.95% of its overall portfolio holdings.
Number of Shares
333,250
Previous 341,560
2.43%
Holding current value
$12.8 Million
Previous $12.4 Billion
2.06%
% of portfolio
10.95%
Previous 11.36%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
527Shares Held
191MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY51.3MShares$1.97 Billion0.31% of portfolio
-
Envestnet Asset Management Inc20.8MShares$798 Million0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$335 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.97MShares$305 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA6.09MShares$233 Million3.97% of portfolio