Envestnet Portfolio Solutions, Inc. Listed Fds Tr Swan Hedged Equi Transaction History
Envestnet Portfolio Solutions, Inc.
- $28 Billion
- Q3 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 18,625 shares of HEGD stock, worth $425,395. This represents 0.0% of its overall portfolio holdings.
Number of Shares
18,625
Previous 15,746
18.28%
Holding current value
$425,395
Previous $334,000
23.95%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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