Spire Wealth Management Listed Fds Tr Swan Hedged Equi Transaction History
Spire Wealth Management
- $2.74 Billion
- Q3 2025
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 1,768 shares of HEGD stock, worth $44,571. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,768
Previous 1,768
-0.0%
Holding current value
$44,571
Previous $41,000
7.32%
% of portfolio
0.0%
Previous 0.0%
Shares
10 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