Nelson, Van Denburg & Campbell Wealth Management Group, LLC Listed Fds Tr Swan Hedged Equi Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.42 Billion
- Q3 2024
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 407,744 shares of HEGD stock, worth $9.3 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
407,744
Previous 273,722
48.96%
Holding current value
$9.3 Million
Previous $5.82 Million
55.89%
% of portfolio
0.38%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding HEGD
# of Institutions
43Shares Held
8.86MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.72MShares$61.9 Million2.99% of portfolio
-
Cwm, LLC1.39MShares$31.8 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