Regal Investment Advisors LLC Listed Fds Tr Swan Hedged Equi Transaction History
Regal Investment Advisors LLC
- $1.21 Billion
- Q1 2025
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 Million3.26% of portfolio
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Cwm, LLC1.62MShares$36.8 Million0.14% of portfolio
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Envestnet Asset Management Inc1.19MShares$27.1 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1MShares$22.8 Million0.01% of portfolio
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Blueprint Investment Partners LLC Greensboro, NC722KShares$16.4 Million3.41% of portfolio