True Private Wealth Advisors Ishares Currency Hedged Msci E Transaction History
True Private Wealth Advisors
- $857 Million
- Q1 2024
A detailed history of True Private Wealth Advisors transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, True Private Wealth Advisors holds 122,021 shares of HEFA stock, worth $4.34 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
122,021
Previous 81,681
49.39%
Holding current value
$4.34 Million
Previous $2.57 Million
65.41%
% of portfolio
0.5%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
418Shares Held
179MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47.6MShares$1.69 Billion0.3% of portfolio
-
Envestnet Asset Management Inc27.5MShares$979 Million0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY7.94MShares$282 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.01MShares$214 Million0.11% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA5.23MShares$186 Million1.52% of portfolio