Modern Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Modern Wealth Management, LLC holds 7,542 shares of HEFA stock, worth $263,894. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,542
Previous 6,147
22.69%
Holding current value
$263,894
Previous $218 Million
22.99%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
432Shares Held
169MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY48.7MShares$1.71 Billion0.3% of portfolio
-
Envestnet Asset Management Inc20.5MShares$717 Million0.26% of portfolio
-
Jpmorgan Chase & CO New York, NY7.9MShares$277 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.02MShares$176 Million0.09% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA4.77MShares$167 Million1.47% of portfolio