Wells Financial Advisors Inc Ishares Currency Hedged Msci E Transaction History
Wells Financial Advisors Inc
- $72.3 Million
- Q3 2025
A detailed history of Wells Financial Advisors Inc transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Wells Financial Advisors Inc holds 425 shares of HEFA stock, worth $17,123. This represents 0.02% of its overall portfolio holdings.
Number of Shares
425
Previous 425
-0.0%
Holding current value
$17,123
Previous $16,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
490Shares Held
153MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY48MShares$1.94 Billion0.26% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$352 Million0.02% of portfolio
-
Envestnet Asset Management Inc7.09MShares$286 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.62MShares$267 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.41MShares$218 Million0.07% of portfolio