Ever Source Wealth Advisors, LLC Listed Fds Tr Swan Hedged Equi Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 6,177 shares of HEGD stock, worth $140,094. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,177Holding current value
$140,094% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding HEGD
# of Institutions
75Shares Held
12.8MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.81MShares$63.8 Million3.26% of portfolio
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Cwm, LLC1.62MShares$36.8 Million0.14% of portfolio
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Envestnet Asset Management Inc1.19MShares$27 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1MShares$22.7 Million0.01% of portfolio
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Blueprint Investment Partners LLC Greensboro, NC722KShares$16.4 Million3.41% of portfolio