New Edge Advisors, LLC Listed Fds Tr Swan Hedged Equi Call Options Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding HEGD
# of Institutions
44Shares Held
9.06MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.72MShares$61.8 Million2.99% of portfolio
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Cwm, LLC1.39MShares$31.7 Million0.13% of portfolio
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Envestnet Asset Management Inc922KShares$21 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC888KShares$20.2 Million0.01% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA478KShares$10.9 Million0.12% of portfolio