Blueprint Financial Advisors LLC Listed Fds Tr Swan Hedged Equi Transaction History
Blueprint Financial Advisors LLC
- $463 Billion
- Q3 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 688,545 shares of HEGD stock, worth $17.4 Million. This represents 3.71% of its overall portfolio holdings.
Number of Shares
688,545
Previous 453,488
51.83%
Holding current value
$17.4 Million
Previous $10.7 Billion
61.01%
% of portfolio
3.71%
Previous 3.42%
Shares
3 transactions
Others Institutions Holding HEGD
# of Institutions
76Shares Held
16.5MCall Options Held
0Put Options Held
0-
Cwm, LLC2.52MShares$63.5 Million0.19% of portfolio
-
Swan Global Investments, LLC Durango, CO2.51MShares$63.2 Million2.87% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC1.51MShares$38.1 Million6.17% of portfolio
-
Envestnet Asset Management Inc1.43MShares$36.1 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.34MShares$33.8 Million0.16% of portfolio