Trinity Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Trinity Wealth Management, LLC
- $199 Million
- Q2 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 33,083 shares of HEFA stock, worth $1.18 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
33,083
Previous 31,877
3.78%
Holding current value
$1.18 Million
Previous $1.11 Million
5.85%
% of portfolio
0.59%
Previous 0.57%
Shares
4 transactions
Others Institutions Holding HEFA
# of Institutions
477Shares Held
179MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY48.7MShares$1.73 Billion0.3% of portfolio
-
Envestnet Asset Management Inc20.5MShares$730 Million0.26% of portfolio
-
Jpmorgan Chase & CO New York, NY7.9MShares$281 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.02MShares$179 Million0.09% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA4.77MShares$170 Million1.47% of portfolio