Oliver Lagore Vanvalin Investment Group Listed Fds Tr Swan Hedged Equi Transaction History
Oliver Lagore Vanvalin Investment Group
- $370 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding HEGD
# of Institutions
75Shares Held
12.8MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.81MShares$64.3 Million3.26% of portfolio
-
Cwm, LLC1.62MShares$37.1 Million0.14% of portfolio
-
Envestnet Asset Management Inc1.19MShares$27.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1MShares$22.9 Million0.01% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC722KShares$16.5 Million3.41% of portfolio