J.W. Cole Advisors, Inc. Listed Fds Tr Swan Hedged Equi Transaction History
J.W. Cole Advisors, Inc.
- $4.58 Billion
- Q2 2025
Shares
5 transactions
Others Institutions Holding HEGD
# of Institutions
68Shares Held
14.4MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.77MShares$68.4 Million3.13% of portfolio
-
Cwm, LLC1.77MShares$43.7 Million0.15% of portfolio
-
Envestnet Asset Management Inc1.34MShares$33.1 Million0.01% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC1.27MShares$31.4 Million6.14% of portfolio
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New Edge Advisors, LLC New Orleans, LA1.17MShares$29 Million0.15% of portfolio