Sofi Wealth, LLC Ishares Currency Hedged Msci E Transaction History
Sofi Wealth, LLC
- $1.15 Billion
- Q1 2025
A detailed history of Sofi Wealth, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Sofi Wealth, LLC holds 427,734 shares of HEFA stock, worth $15.4 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
427,734
Previous 9,217
4540.71%
Holding current value
$15.4 Million
Previous $320,000
4750.63%
% of portfolio
1.35%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
507Shares Held
168MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY50.5MShares$1.82 Billion0.29% of portfolio
-
Envestnet Asset Management Inc20.8MShares$752 Million0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY5.6MShares$202 Million0.02% of portfolio
-
Coldstream Capital Management Inc5.15MShares$186 Million3.86% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA4.28MShares$154 Million1.27% of portfolio