Nelson, Van Denburg & Campbell Wealth Management Group, LLC Listed Fds Tr Swan Hedged Equi Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.25 Billion
- Q2 2024
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 273,722 shares of HEGD stock, worth $6.12 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
273,722
Previous 261,296
4.76%
Holding current value
$6.12 Million
Previous $5.42 Million
7.5%
% of portfolio
0.26%
Previous 0.26%
Shares
2 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
-
Beacon Pointe Advisors, LLC Newport Beach, CA559KShares$12.5 Million0.14% of portfolio