Cwm, LLC Listed Fds Tr Swan Hedged Equi Put Options Transaction History

Cwm, LLC

$23.3 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding HEGD

# of Institutions

43

Shares Held

8.86M

Call Options Held

0

Put Options Held

0

Swan Global Investments, LLC Durango, CO

2.72M
Shares

$61.9 Million
2.99% of portfolio
Envestnet Asset Management Inc

922K
Shares

$21 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

888K
Shares

$20.2 Million
0.01% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

559K
Shares

$12.7 Million
0.14% of portfolio
New Edge Advisors, LLC New Orleans, LA

473K
Shares

$10.8 Million
0.07% of portfolio

About LISTED FDS TR SWAN HEDGED EQUI

Ticker HEGD
Sector ETFs
Industry ETFs

More about HEGD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.