Wealth Plan Partners, LLC Ishares Currency Hedged Msci E Transaction History
Wealth Plan Partners, LLC
- $709 Billion
- Q1 2025
A detailed history of Wealth Plan Partners, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 9,380 shares of HEFA stock, worth $351,656. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,380Holding current value
$351,656% of portfolio
0.05%Shares
5 transactions
Others Institutions Holding HEFA
# of Institutions
551Shares Held
199MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY51.3MShares$1.92 Billion0.31% of portfolio
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Envestnet Asset Management Inc20.8MShares$781 Million0.25% of portfolio
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Jpmorgan Chase & CO New York, NY8.74MShares$328 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC7.97MShares$299 Million0.12% of portfolio
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Partners Capital Investment Group, LLP Boston, MA6.09MShares$228 Million3.97% of portfolio