Beacon Pointe Advisors, LLC Listed Fds Tr Swan Hedged Equi Transaction History
Beacon Pointe Advisors, LLC
- $8.35 Billion
- Q2 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 558,756 shares of HEGD stock, worth $12.5 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
558,756
Previous 542,675
2.96%
Holding current value
$12.5 Million
Previous $11.2 Million
5.64%
% of portfolio
0.14%
Previous 0.13%
Shares
15 transactions
Others Institutions Holding HEGD
# of Institutions
45Shares Held
8.57MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.55MShares$57.1 Million2.79% of portfolio
-
Cwm, LLC1.39MShares$31.2 Million0.13% of portfolio
-
Envestnet Asset Management Inc908KShares$20.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC719KShares$16.1 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA473KShares$10.6 Million0.07% of portfolio