Shore Haven Wealth Partners, LLC Ishares Currency Hedged Msci E Transaction History
Shore Haven Wealth Partners, LLC
- $203 Million
- Q4 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 17,212 shares of HEZU stock, worth $666,965. This represents 0.3% of its overall portfolio holdings.
Number of Shares
17,212
Previous 17,679
2.64%
Holding current value
$666,965
Previous $649,000
5.08%
% of portfolio
0.3%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding HEZU
# of Institutions
85Shares Held
6MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.17MShares$45.5 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY382KShares$14.8 Million0.0% of portfolio
-
Insight Wealth Strategies, LLC San Ramon, CA344KShares$13.3 Million1.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC336KShares$13 Million0.01% of portfolio
-
55 I, LLC Boston, MA300KShares$11.6 Million0.24% of portfolio