New Edge Advisors, LLC Listed Fds Tr Swan Hedged Equi Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 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 551,135 shares of HEGD stock, worth $12.7 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
551,135
Previous 488,323
12.86%
Holding current value
$12.7 Million
Previous $10.9 Million
13.57%
% of portfolio
0.08%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding HEGD
# of Institutions
62Shares Held
11.3MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.83MShares$65.1 Million3.18% of portfolio
-
Cwm, LLC1.48MShares$34 Million0.14% of portfolio
-
Envestnet Asset Management Inc1.25MShares$28.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1MShares$23.1 Million0.01% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC523KShares$12 Million2.21% of portfolio