Ever Source Wealth Advisors, LLC Listed Fds Tr Swan Hedged Equi Call Options Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding HEGD
# of Institutions
74Shares Held
13.1MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.77MShares$65.7 Million3.13% of portfolio
-
Cwm, LLC1.77MShares$42.1 Million0.15% of portfolio
-
Envestnet Asset Management Inc1.34MShares$31.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1MShares$23.8 Million0.01% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC722KShares$17.1 Million3.41% of portfolio