A detailed history of Wr Wealth Planners, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 6,451 shares of HEFA stock, worth $225,397. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,451
Previous 1,275 405.96%
Holding current value
$225,397
Previous $45,000 406.67%
% of portfolio
0.07%
Previous 0.01%

Shares

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

Oct 17, 2024

BUY
$32.34 - $35.85 $167,391 - $185,559
5,176 Added 405.96%
6,451 $228,000
Q2 2024

Jul 31, 2024

BUY
$33.83 - $35.94 $41,746 - $44,349
1,234 Added 3009.76%
1,275 $45,000
Q1 2024

Jul 31, 2024

BUY
$31.29 - $34.9 $1,282 - $1,430
41 New
41 $1,000

Others Institutions Holding HEFA

About ISHARES CURRENCY HEDGED MSCI E


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

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.