Retirement Guys Formula LLC Listed Fds Tr Swan Hedged Equi Transaction History
Retirement Guys Formula LLC
- $210 Million
- Q3 2024
A detailed history of Retirement Guys Formula LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Retirement Guys Formula LLC holds 339,379 shares of HEGD stock, worth $7.74 Million. This represents 3.6% of its overall portfolio holdings.
Number of Shares
339,379
Previous 348,926
2.74%
Holding current value
$7.74 Million
Previous $7.42 Million
1.79%
% of portfolio
3.6%
Previous 3.63%
Shares
12 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
-
Cwm, LLC1.39MShares$31.8 Million0.13% of portfolio
-
Envestnet Asset Management Inc922KShares$21 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC888KShares$20.2 Million0.01% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA559KShares$12.7 Million0.14% of portfolio