Retirement Guys Formula LLC Listed Fds Tr Swan Hedged Equi Call Options Transaction History
Retirement Guys Formula LLC
- $200 Million
- Q1 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding HEGD
# of Institutions
40Shares Held
7.76MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.82MShares$60.2 Million2.96% of portfolio
-
Cwm, LLC986KShares$21.1 Million0.1% of portfolio
-
Envestnet Asset Management Inc864KShares$18.4 Million0.01% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA543KShares$11.6 Million0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC539KShares$11.5 Million0.01% of portfolio