M Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
M Wealth Management, LLC
- $110 Billion
- Q4 2024
A detailed history of M Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, M Wealth Management, LLC holds 15,842 shares of HEFA stock, worth $568,252. This represents 0.5% of its overall portfolio holdings.
Number of Shares
15,842Holding current value
$568,252% of portfolio
0.5%Shares
1 transactions
Others Institutions Holding HEFA
# of Institutions
421Shares Held
139MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.69 Billion0.28% of portfolio
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Envestnet Asset Management Inc7.31MShares$262 Million0.09% of portfolio
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Jpmorgan Chase & CO New York, NY5.33MShares$191 Million0.02% of portfolio
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Partners Capital Investment Group, LLP Boston, MA4.91MShares$176 Million2.96% of portfolio
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Coldstream Capital Management Inc4.81MShares$173 Million3.72% of portfolio