Spartan Planning & Wealth Management Listed Fds Tr Swan Hedged Equi Transaction History
Spartan Planning & Wealth Management
- $106 Million
- Q4 2024
A detailed history of Spartan Planning & Wealth Management transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 200,468 shares of HEGD stock, worth $4.61 Million. This represents 4.25% of its overall portfolio holdings.
Number of Shares
200,468Holding current value
$4.61 Million% of portfolio
4.25%Shares
1 transactions
Others Institutions Holding HEGD
# of Institutions
46Shares Held
9.11MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.72MShares$62.5 Million2.99% of portfolio
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Cwm, LLC1.39MShares$32.1 Million0.13% of portfolio
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Envestnet Asset Management Inc922KShares$21.2 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC888KShares$20.4 Million0.01% of portfolio
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New Edge Advisors, LLC New Orleans, LA488KShares$11.2 Million0.07% of portfolio