Icon Wealth Advisors, LLC Listed Fds Tr Swan Hedged Equi Transaction History
Icon Wealth Advisors, LLC
- $1.37 Billion
- Q3 2025
A detailed history of Icon Wealth Advisors, LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 5,016 shares of HEGD stock, worth $126,453. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,016Holding current value
$126,453% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding HEGD
# of Institutions
76Shares Held
16.5MCall Options Held
0Put Options Held
0-
Cwm, LLC2.52MShares$63.5 Million0.19% of portfolio
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Swan Global Investments, LLC Durango, CO2.51MShares$63.2 Million2.87% of portfolio
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Blueprint Investment Partners LLC Greensboro, NC1.51MShares$38.1 Million6.17% of portfolio
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Envestnet Asset Management Inc1.43MShares$36.1 Million0.01% of portfolio
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New Edge Advisors, LLC New Orleans, LA1.34MShares$33.8 Million0.16% of portfolio