A detailed history of Wealth Shield Partners, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 6,113 shares of HEFA stock, worth $212,610. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,113
Previous 54,899 88.87%
Holding current value
$212,610
Previous $1.95 Million 88.93%
% of portfolio
0.03%
Previous 0.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$32.34 - $35.85 $1.58 Million - $1.75 Million
-48,786 Reduced 88.87%
6,113 $216,000
Q2 2024

Jul 26, 2024

SELL
$33.83 - $35.94 $383,835 - $407,775
-11,346 Reduced 17.13%
54,899 $1.95 Million
Q1 2024

Apr 29, 2024

BUY
$31.29 - $34.9 $2.07 Million - $2.31 Million
66,245 New
66,245 $2.31 Million

Others Institutions Holding HEFA

About ISHARES CURRENCY HEDGED MSCI E


  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
Track This Portfolio

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.