Regal Investment Advisors LLC Listed Fds Tr Swan Hedged Equi Transaction History
Regal Investment Advisors LLC
- $1.4 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding HEGD
# of Institutions
43Shares Held
8.86MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.72MShares$61.9 Million2.99% of portfolio
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Cwm, LLC1.39MShares$31.8 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, CA559KShares$12.7 Million0.14% of portfolio