Peninsula Wealth, LLC Ishares Currency Hedged Msci E Transaction History
Peninsula Wealth, LLC
- $558 Million
- Q3 2024
A detailed history of Peninsula Wealth, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Peninsula Wealth, LLC holds 101,711 shares of HEFA stock, worth $3.7 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
101,711
Previous 104,999
3.13%
Holding current value
$3.7 Million
Previous $3.73 Million
3.51%
% of portfolio
0.65%
Previous 0.72%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
440Shares Held
144MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.71 Billion0.28% of portfolio
-
Envestnet Asset Management Inc7.31MShares$266 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY5.33MShares$194 Million0.02% of portfolio
-
Coldstream Capital Management Inc4.81MShares$175 Million3.72% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL4.46MShares$162 Million2.67% of portfolio