Golden State Equity Partners Listed Fds Tr Swan Hedged Equi Transaction History
Golden State Equity Partners
- $402 Million
- Q4 2023
A detailed history of Golden State Equity Partners transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Golden State Equity Partners holds 16,919 shares of HEGD stock, worth $363,420. This represents 0.08% of its overall portfolio holdings.
Number of Shares
16,919
Previous 20,880
18.97%
Holding current value
$363,420
Previous $378,000
12.7%
% of portfolio
0.08%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding HEGD
# of Institutions
37Shares Held
7.97MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.82MShares$60.6 Million2.96% of portfolio
-
Cwm, LLC1.23MShares$26.4 Million0.12% of portfolio
-
Envestnet Asset Management Inc864KShares$18.5 Million0.01% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA543KShares$11.7 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC539KShares$11.6 Million0.01% of portfolio