True Private Wealth Advisors Ishares Currency Hedged Msci E Transaction History
True Private Wealth Advisors
- $788 Million
- Q1 2025
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 40,120 shares of HEFA stock, worth $1.53 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
40,120
Previous 79,530
49.55%
Holding current value
$1.53 Million
Previous $2.76 Million
47.34%
% of portfolio
0.18%
Previous 0.35%
Shares
7 transactions
Others Institutions Holding HEFA
# of Institutions
522Shares Held
189MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY51.3MShares$1.96 Billion0.31% of portfolio
-
Envestnet Asset Management Inc20.8MShares$794 Million0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$333 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.97MShares$304 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA6.09MShares$232 Million3.97% of portfolio