Epic Trust Investment Advisors, LLC Listed Fds Tr Swan Hedged Equi Transaction History
Epic Trust Investment Advisors, LLC
- $84.7 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding HEGD
# of Institutions
66Shares Held
12MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.83MShares$62.2 Million3.18% of portfolio
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Cwm, LLC1.62MShares$35.6 Million0.14% of portfolio
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Envestnet Asset Management Inc1.19MShares$26.2 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1MShares$22 Million0.01% of portfolio
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New Edge Advisors, LLC New Orleans, LA551KShares$12.1 Million0.08% of portfolio