Morton Brown Family Wealth, LLC Ishares Currency Hedged Msci E Transaction History
Morton Brown Family Wealth, LLC
- $294 Million
- Q1 2025
A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 28 shares of HEFA stock, worth $1,010. This represents 0.0% of its overall portfolio holdings.
Number of Shares
28
Previous 28
-0.0%
Holding current value
$1,010
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding HEFA
# of Institutions
552Shares Held
199MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY51.3MShares$1.85 Billion0.31% of portfolio
-
Envestnet Asset Management Inc20.8MShares$752 Million0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$316 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.97MShares$288 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA6.09MShares$220 Million3.97% of portfolio