My Wealth Management Inc. Listed Fds Tr Swan Hedged Equi Transaction History
My Wealth Management Inc.
- $114 Million
- Q3 2025
A detailed history of My Wealth Management Inc. transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, My Wealth Management Inc. holds 128,858 shares of HEGD stock, worth $3.25 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
128,858Holding current value
$3.25 Million% of portfolio
2.82%Shares
1 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