Trinity Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q3 2024
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 33,659 shares of HEFA stock, worth $1.19 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
33,659
Previous 33,083
1.74%
Holding current value
$1.19 Million
Previous $1.18 Million
1.36%
% of portfolio
0.55%
Previous 0.59%
Shares
5 transactions
Others Institutions Holding HEFA
# of Institutions
411Shares Held
137MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.66 Billion0.28% of portfolio
-
Envestnet Asset Management Inc7.31MShares$257 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY5.33MShares$188 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA4.91MShares$173 Million2.96% of portfolio
-
Coldstream Capital Management Inc4.81MShares$169 Million3.72% of portfolio