Envestnet Asset Management Inc Listed Fds Tr Swan Hedged Equi Transaction History
Envestnet Asset Management Inc
- $263 Billion
- Q1 2024
A detailed history of Envestnet Asset Management Inc transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Envestnet Asset Management Inc holds 863,527 shares of HEGD stock, worth $18.4 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
863,527
Previous 901,380
4.2%
Holding current value
$18.4 Million
Previous $17.6 Million
1.74%
% of portfolio
0.01%
Previous 0.01%
Shares
13 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
-
Beacon Pointe Advisors, LLC Newport Beach, CA543KShares$11.5 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC539KShares$11.5 Million0.01% of portfolio
-
Retirement Guys Formula LLC358KShares$7.61 Million3.7% of portfolio