Denver PWM, LLC HEFA Holdings History
Denver PWM, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2025-03-31, Denver PWM, LLC held 383,168.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $13.91 Mil. This investment constitutes 5% of their stock portfolio, and Denver PWM, LLC now holds 0.18% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2024Q4. And since then Denver PWM, LLC has made 2 purchases of HEFA, at an average price of $35.32, for a total of 383,168.00 shares. Based on historical transaction data and HEFA's current price of $38.27, Denver PWM, LLC's estimated gain on his HEFA holdings is $1.13 Mil, reflecting a 8.36% gain to date.
Denver PWM, LLC HEFA ($38.27) Holding Chart
Denver PWM, LLC HEFA ($38.27) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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