Spartan Planning & Wealth Management Listed Fds Tr Swan Hedged Equi Put Options Transaction History
Spartan Planning & Wealth Management
- $99.2 Million
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding HEGD
# of Institutions
75Shares Held
12.8MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.81MShares$63.4 Million3.26% of portfolio
-
Cwm, LLC1.62MShares$36.5 Million0.14% of portfolio
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Envestnet Asset Management Inc1.19MShares$26.9 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1MShares$22.6 Million0.01% of portfolio
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Blueprint Investment Partners LLC Greensboro, NC722KShares$16.3 Million3.41% of portfolio