Venturi Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 12,083 shares of HEFA stock, worth $415,896. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,083
Previous 12,354
2.19%
Holding current value
$415,896
Previous $439,000
2.73%
% of portfolio
0.02%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding HEFA
# of Institutions
410Shares Held
137MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.62 Billion0.28% of portfolio
-
Envestnet Asset Management Inc7.31MShares$251 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY5.33MShares$184 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA4.91MShares$169 Million2.96% of portfolio
-
Coldstream Capital Management Inc4.81MShares$166 Million3.72% of portfolio