Peninsula Wealth, LLC Ishares Currency Hedged Msci E Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 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 29,241 shares of HEFA stock, worth $1.19 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
29,241
Previous 101,711
71.25%
Holding current value
$1.19 Million
Previous $3.6 Million
71.79%
% of portfolio
0.17%
Previous 0.65%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
501Shares Held
154MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY48MShares$1.96 Billion0.26% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$356 Million0.02% of portfolio
-
Envestnet Asset Management Inc7.09MShares$289 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.62MShares$270 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.41MShares$220 Million0.07% of portfolio