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
44Shares Held
9.06MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.72MShares$61.1 Million2.99% of portfolio
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Cwm, LLC1.39MShares$31.4 Million0.13% of portfolio
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Envestnet Asset Management Inc922KShares$20.7 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC888KShares$20 Million0.01% of portfolio
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New Edge Advisors, LLC New Orleans, LA488KShares$11 Million0.07% of portfolio