New Edge Advisors, LLC Listed Fds Tr Swan Hedged Equi Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
A detailed history of New Edge Advisors, LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, New Edge Advisors, LLC holds 488,323 shares of HEGD stock, worth $11.1 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
488,323
Previous 472,825
3.28%
Holding current value
$11.1 Million
Previous $10.1 Million
8.09%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding HEGD
# of Institutions
43Shares Held
9MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.72MShares$61.7 Million2.99% of portfolio
-
Cwm, LLC1.39MShares$31.7 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, CA478KShares$10.9 Million0.12% of portfolio