Quotient Wealth Partners, LLC Ishares Currency Hedged Msci E Transaction History
Quotient Wealth Partners, LLC
- $2.8 Trillion
- Q1 2024
A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 4,179,076 shares of HEFA stock, worth $149 Million. This represents 5.21% of its overall portfolio holdings.
Number of Shares
4,179,076
Previous 3,692,995
13.16%
Holding current value
$149 Million
Previous $116 Billion
25.26%
% of portfolio
5.21%
Previous 4.51%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
418Shares Held
179MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47.6MShares$1.69 Billion0.3% of portfolio
-
Envestnet Asset Management Inc27.5MShares$979 Million0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY7.94MShares$282 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.01MShares$214 Million0.11% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA5.23MShares$186 Million1.52% of portfolio