Spire Wealth Management Listed Fds Tr Swan Hedged Equi Transaction History
Spire Wealth Management
- $2.95 Billion
- Q3 2024
A detailed history of Spire Wealth Management transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Spire Wealth Management holds 2,620 shares of HEGD stock, worth $58,583. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,620
Previous 2,620
-0.0%
Holding current value
$58,583
Previous $55,000
5.45%
% of portfolio
0.0%
Previous 0.0%
Shares
8 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