Golden State Equity Partners Listed Fds Tr Swan Hedged Equi Transaction History
Golden State Equity Partners
- $182 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding HEGD
# of Institutions
44Shares Held
9.06MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.72MShares$62 Million2.99% of portfolio
-
Cwm, LLC1.39MShares$31.8 Million0.13% of portfolio
-
Envestnet Asset Management Inc922KShares$21.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC888KShares$20.3 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA488KShares$11.2 Million0.07% of portfolio