Colonial Trust CO / Sc Listed Fds Tr Swan Hedged Equi Transaction History
Colonial Trust CO / Sc
- $727 Million
- Q3 2025
A detailed history of Colonial Trust CO / Sc transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Colonial Trust CO / Sc holds 8,166 shares of HEGD stock, worth $205,864. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,166
Previous 8,166
-0.0%
Holding current value
$205,864
Previous $191,000
6.28%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding HEGD
# of Institutions
76Shares Held
16.5MCall Options Held
0Put Options Held
0-
Cwm, LLC2.52MShares$63.5 Million0.19% of portfolio
-
Swan Global Investments, LLC Durango, CO2.51MShares$63.2 Million2.87% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC1.51MShares$38.1 Million6.17% of portfolio
-
Envestnet Asset Management Inc1.43MShares$36.1 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.34MShares$33.8 Million0.16% of portfolio