My Wealth Management Inc. Listed Fds Tr Swan Hedged Equi Call Options Transaction History

My Wealth Management Inc.

$114 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding HEGD

# of Institutions

70

Shares Held

15.3M

Call Options Held

0

Put Options Held

0

Swan Global Investments, LLC Durango, CO

2.77M
Shares

$69 Million
3.13% of portfolio
Cwm, LLC

2.52M
Shares

$62.8 Million
0.19% of portfolio
Envestnet Asset Management Inc

1.34M
Shares

$33.4 Million
0.01% of portfolio
Blueprint Investment Partners LLC Greensboro, NC

1.27M
Shares

$31.7 Million
6.14% of portfolio
New Edge Advisors, LLC New Orleans, LA

1.17M
Shares

$29.3 Million
0.15% of portfolio

About LISTED FDS TR SWAN HEDGED EQUI

Ticker HEGD
Sector ETFs
Industry ETFs

More about HEGD

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