Wells Financial Advisors Inc Ishares Currency Hedged Msci E Transaction History
Wells Financial Advisors Inc
- $71.1 Million
- Q1 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 $16,039. This represents 0.02% of its overall portfolio holdings.
Number of Shares
425
Previous 425
-0.0%
Holding current value
$16,039
Previous $14,000
7.14%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
553Shares Held
199MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY51.3MShares$1.94 Billion0.31% of portfolio
-
Envestnet Asset Management Inc20.8MShares$786 Million0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$330 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.97MShares$301 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA6.09MShares$230 Million3.97% of portfolio