Kestra Advisory Services, LLC Listed Fds Tr Swan Hedged Equi Transaction History
Kestra Advisory Services, LLC
- $14.4 Billion
- Q1 2024
Shares
3 transactions
Others Institutions Holding HEGD
# of Institutions
40Shares Held
7.76MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.82MShares$60 Million2.96% of portfolio
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Cwm, LLC986KShares$21 Million0.1% of portfolio
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Envestnet Asset Management Inc864KShares$18.4 Million0.01% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA543KShares$11.5 Million0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC539KShares$11.5 Million0.01% of portfolio