Wr Wealth Planners, LLC Ishares Currency Hedged Msci E Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
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 $226,107. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,451
Previous 1,275
405.96%
Holding current value
$226,107
Previous $45,000
406.67%
% of portfolio
0.07%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
422Shares Held
156MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY48.7MShares$1.71 Billion0.3% of portfolio
-
Envestnet Asset Management Inc7.31MShares$256 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY5.33MShares$187 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA4.91MShares$172 Million2.96% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA4.77MShares$167 Million1.47% of portfolio