Vista Private Wealth Partners. LLC Ishares Currency Hedged Msci E Transaction History
Vista Private Wealth Partners. LLC
- $276 Million
- Q1 2025
A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 383,168 shares of HEFA stock, worth $14.4 Million. This represents 5.04% of its overall portfolio holdings.
Number of Shares
383,168
Previous 353,240
8.47%
Holding current value
$14.4 Million
Previous $12.3 Million
13.28%
% of portfolio
5.04%
Previous 4.8%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
552Shares Held
199MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY51.3MShares$1.92 Billion0.31% of portfolio
-
Envestnet Asset Management Inc20.8MShares$781 Million0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$328 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.97MShares$299 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA6.09MShares$228 Million3.97% of portfolio