Stone Point Wealth LLC Ishares Currency Hedged Msci E Transaction History
Stone Point Wealth LLC
- $291 Million
- Q1 2025
A detailed history of Stone Point Wealth LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Stone Point Wealth LLC holds 61,291 shares of HEFA stock, worth $2.31 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
61,291
Previous 60,844
0.73%
Holding current value
$2.31 Million
Previous $2.11 Million
5.2%
% of portfolio
0.76%
Previous 0.72%
Shares
9 transactions
Others Institutions Holding HEFA
# of Institutions
554Shares Held
199MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY51.3MShares$1.94 Billion0.31% of portfolio
-
Envestnet Asset Management Inc20.8MShares$786 Million0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$330 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.97MShares$301 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA6.09MShares$230 Million3.97% of portfolio