Lpl Financial LLC Listed Fds Tr Swan Hedged Equi Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
A detailed history of Lpl Financial LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Lpl Financial LLC holds 954,672 shares of HEGD stock, worth $22.9 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
954,672
Previous 1,002,205
4.74%
Holding current value
$22.9 Million
Previous $21.9 Million
2.21%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding HEGD
# of Institutions
68Shares Held
14.4MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.77MShares$66.4 Million3.13% of portfolio
-
Cwm, LLC1.77MShares$42.5 Million0.15% of portfolio
-
Envestnet Asset Management Inc1.34MShares$32.1 Million0.01% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC1.27MShares$30.5 Million6.14% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.17MShares$28.2 Million0.15% of portfolio