Journey Strategic Wealth LLC Listed Fds Tr Swan Hedged Equi Transaction History
Journey Strategic Wealth LLC
- $2.71 Billion
- Q3 2024
A detailed history of Journey Strategic Wealth LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 13,578 shares of HEGD stock, worth $309,171. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,578
Previous 16,304
16.72%
Holding current value
$309,171
Previous $346,000
12.72%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding HEGD
# of Institutions
46Shares Held
9.08MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.72MShares$61.9 Million2.99% of portfolio
-
Cwm, LLC1.39MShares$31.7 Million0.13% of portfolio
-
Envestnet Asset Management Inc922KShares$21 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC888KShares$20.2 Million0.01% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA559KShares$12.7 Million0.14% of portfolio