Beacon Pointe Advisors, LLC Listed Fds Tr Swan Hedged Equi Transaction History
Beacon Pointe Advisors, LLC
- $8.89 Billion
- Q1 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 542,675 shares of HEGD stock, worth $11.5 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
542,675
Previous 505,057
7.45%
Holding current value
$11.5 Million
Previous $9.86 Million
14.11%
% of portfolio
0.13%
Previous 0.12%
Shares
14 transactions
Others Institutions Holding HEGD
# of Institutions
40Shares Held
7.76MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.82MShares$60 Million2.96% of portfolio
-
Cwm, LLC986KShares$21 Million0.1% of portfolio
-
Envestnet Asset Management Inc864KShares$18.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC539KShares$11.5 Million0.01% of portfolio
-
Retirement Guys Formula LLC358KShares$7.61 Million3.7% of portfolio