Golden State Equity Partners Listed Fds Tr Swan Hedged Equi Transaction History
Golden State Equity Partners
- $470 Million
- Q2 2024
A detailed history of Golden State Equity Partners transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Golden State Equity Partners holds 18,458 shares of HEGD stock, worth $397,954. This represents 0.08% of its overall portfolio holdings.
Number of Shares
18,458
Previous 16,919
9.1%
Holding current value
$397,954
Previous $330,000
18.79%
% of portfolio
0.08%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding HEGD
# of Institutions
45Shares Held
8.15MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.55MShares$55.1 Million2.79% of portfolio
-
Cwm, LLC1.23MShares$26.5 Million0.12% of portfolio
-
Envestnet Asset Management Inc908KShares$19.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC719KShares$15.5 Million0.01% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA559KShares$12 Million0.14% of portfolio