Blueprint Financial Advisors LLC Listed Fds Tr Swan Hedged Equi Transaction History
Blueprint Financial Advisors LLC
- $312 Billion
- Q2 2025
A detailed history of Blueprint Financial Advisors LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Blueprint Financial Advisors LLC holds 453,488 shares of HEGD stock, worth $10.9 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
453,488
Previous 237,828
90.68%
Holding current value
$10.9 Million
Previous $5.21 Billion
104.61%
% of portfolio
3.42%
Previous 2.83%
Shares
2 transactions
Others Institutions Holding HEGD
# of Institutions
68Shares Held
14.4MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.77MShares$66.4 Million3.13% of portfolio
-
Cwm, LLC1.77MShares$42.5 Million0.15% of portfolio
-
Envestnet Asset Management Inc1.34MShares$32.1 Million0.01% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC1.27MShares$30.5 Million6.14% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.17MShares$28.2 Million0.15% of portfolio