Summit Wealth Group, LLC Ishares Currency Hedged Msci E Transaction History

Summit Wealth Group, LLC

$347 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$27.47 - $29.65 $1.78 Million - $1.92 Million	64,687 New	64,687 $2,000

Others Institutions Holding HEFA

# of Institutions

410

Shares Held

137M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

47M
Shares

$1.62 Billion
0.28% of portfolio
Envestnet Asset Management Inc

7.31M
Shares

$251 Million
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

5.33M
Shares

$184 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

4.91M
Shares

$169 Million
2.96% of portfolio
Coldstream Capital Management Inc

4.81M
Shares

$166 Million
3.72% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

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