Wr Wealth Planners, LLC Listed Fds Tr Swan Hedged Equi Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 450 shares of HEGD stock, worth $10,062. This represents 0.0% of its overall portfolio holdings.
Number of Shares
450
Previous 750
40.0%
Holding current value
$10,062
Previous $15,000
33.33%
% of portfolio
0.0%
Previous 0.0%
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