Wealthgate Family Office, LLC Ishares Currency Hedged Msci E Transaction History
Wealthgate Family Office, LLC
- $40.6 Million
- Q2 2024
A detailed history of Wealthgate Family Office, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Wealthgate Family Office, LLC holds 56,290 shares of HEFA stock, worth $2 Million. This represents 4.92% of its overall portfolio holdings.
Number of Shares
56,290
Previous 56,290
-0.0%
Holding current value
$2 Million
Previous $1.96 Million
1.94%
% of portfolio
4.92%
Previous 5.1%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
477Shares Held
179MCall 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$730 Million0.26% of portfolio
-
Jpmorgan Chase & CO New York, NY7.9MShares$281 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.02MShares$179 Million0.09% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA4.77MShares$170 Million1.47% of portfolio