Verity Wealth Advisors Ishares Currency Hedged Msci E Transaction History
Verity Wealth Advisors
- $133 Million
- Q2 2024
A detailed history of Verity Wealth Advisors transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Verity Wealth Advisors holds 80,792 shares of HEFA stock, worth $2.87 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
80,792
Previous 80,820
0.03%
Holding current value
$2.87 Million
Previous $2.82 Million
1.88%
% of portfolio
2.15%
Previous 2.16%
Shares
22 transactions
Others Institutions Holding HEFA
# of Institutions
481Shares Held
180MCall 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$728 Million0.26% of portfolio
-
Jpmorgan Chase & CO New York, NY7.9MShares$281 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.02MShares$178 Million0.09% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA4.77MShares$169 Million1.47% of portfolio