Lpl Financial LLC Listed Fds Tr Swan Hedged Equi Transaction History
Lpl Financial LLC
- $196 Billion
- Q2 2024
A detailed history of Lpl Financial LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Lpl Financial LLC holds 718,517 shares of HEGD stock, worth $16.1 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
718,517
Previous 539,162
33.27%
Holding current value
$16.1 Million
Previous $11.2 Million
36.74%
% of portfolio
0.01%
Previous 0.01%
Shares
9 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
-
Beacon Pointe Advisors, LLC Newport Beach, CA559KShares$12.5 Million0.14% of portfolio
-
New Edge Advisors, LLC New Orleans, LA473KShares$10.6 Million0.07% of portfolio