Atria Wealth Solutions, Inc. Listed Fds Tr Swan Hedged Equi Transaction History
Atria Wealth Solutions, Inc.
- $8.89 Billion
- Q3 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 36,519 shares of HEGD stock, worth $832,633. This represents 0.01% of its overall portfolio holdings.
Number of Shares
36,519
Previous 22,078
65.41%
Holding current value
$832,633
Previous $469,000
73.13%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding HEGD
# of Institutions
43Shares Held
8.86MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.72MShares$61.9 Million2.99% of portfolio
-
Cwm, LLC1.39MShares$31.8 Million0.13% of portfolio
-
Envestnet Asset Management Inc922KShares$21 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC888KShares$20.2 Million0.01% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA559KShares$12.7 Million0.14% of portfolio