West Wealth Group, LLC Ishares Currency Hedged Msci E Transaction History
West Wealth Group, LLC
- $306 Million
- Q3 2024
A detailed history of West Wealth Group, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, West Wealth Group, LLC holds 27,305 shares of HEFA stock, worth $954,036. This represents 0.32% of its overall portfolio holdings.
Number of Shares
27,305
Previous 24,292
12.4%
Holding current value
$954,036
Previous $863,000
12.05%
% of portfolio
0.32%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
410Shares Held
137MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47MShares$1.64 Billion0.28% of portfolio
-
Envestnet Asset Management Inc7.31MShares$255 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY5.33MShares$186 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA4.91MShares$171 Million2.96% of portfolio
-
Coldstream Capital Management Inc4.81MShares$168 Million3.72% of portfolio