Creative One Wealth, LLC Listed Fds Tr Swan Hedged Equi Transaction History
Creative One Wealth, LLC
- $1.97 Billion
- Q2 2024
Shares
8 transactions
Others Institutions Holding HEGD
# of Institutions
45Shares Held
8.15MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.55MShares$56.9 Million2.79% of portfolio
-
Cwm, LLC1.23MShares$27.4 Million0.12% of portfolio
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Envestnet Asset Management Inc908KShares$20.2 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC719KShares$16 Million0.01% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA559KShares$12.4 Million0.14% of portfolio