Spartan Planning & Wealth Management Listed Fds Tr Swan Hedged Equi Call Options Transaction History

Spartan Planning & Wealth Management

$112 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding HEGD

# of Institutions

68

Shares Held

14.4M

Call Options Held

0

Put Options Held

0

Swan Global Investments, LLC Durango, CO

2.77M
Shares

$66.4 Million
3.13% of portfolio
Cwm, LLC

1.77M
Shares

$42.5 Million
0.15% of portfolio
Envestnet Asset Management Inc

1.34M
Shares

$32.1 Million
0.01% of portfolio
Blueprint Investment Partners LLC Greensboro, NC

1.27M
Shares

$30.5 Million
6.14% of portfolio
New Edge Advisors, LLC New Orleans, LA

1.17M
Shares

$28.2 Million
0.15% of portfolio

About LISTED FDS TR SWAN HEDGED EQUI

Ticker HEGD
Sector ETFs
Industry ETFs

More about HEGD

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