Wealth Enhancement Advisory Services, LLC Listed Fds Tr Swan Hedged Equi Transaction History
Wealth Enhancement Advisory Services, LLC
- $65.4 Billion
- Q4 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 9,853 shares of HEGD stock, worth $248,394. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,853
Previous 11,556
14.74%
Holding current value
$248,394
Previous $287,000
13.59%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding HEGD
# of Institutions
76Shares Held
16.7MCall 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