One Wealth Management Investment & Advisory Services, LLC Ishares Currency Hedged Msci E Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $251 Billion
- Q2 2024
A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 33,951 shares of HEFA stock, worth $1.2 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
33,951
Previous 38,272
11.29%
Holding current value
$1.2 Million
Previous $1.33 Billion
9.57%
% of portfolio
0.48%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
480Shares Held
180MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY48.7MShares$1.72 Billion0.3% of portfolio
-
Envestnet Asset Management Inc20.5MShares$725 Million0.26% of portfolio
-
Jpmorgan Chase & CO New York, NY7.9MShares$279 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.02MShares$178 Million0.09% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA4.77MShares$169 Million1.47% of portfolio