One Ascent Wealth Management LLC Ishares Currency Hedged Msci E Transaction History

One Ascent Wealth Management LLC

  • $243 Million
  • Q4 2024

A detailed history of One Ascent Wealth Management LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 13,653 shares of HEFA stock, worth $499,290. This represents 0.2% of its overall portfolio holdings.

Number of Shares
13,653
Previous 10,474 30.35%
Holding current value
$499,290
Previous $371,000 27.76%
% of portfolio
0.2%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$34.42 - $35.88 $109,421 - $114,062
3,179 Added 30.35%
13,653 $474,000
Q3 2024

Nov 07, 2024
BUY
$32.34 - $35.85 $338,729 - $375,492
10,474 New
10,474 $371,000

Others Institutions Holding HEFA

# of Institutions
452
Shares Held
147M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CURRENCY HEDGED MSCI E

HEFA Quotes by TradingView
  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
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