Steward Partners Investment Advisory, LLC Listed Fds Tr Swan Hedged Equi Transaction History
Steward Partners Investment Advisory, LLC
- $12.3 Billion
- Q2 2025
A detailed history of Steward Partners Investment Advisory, LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,585 shares of HEGD stock, worth $39,117. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,585
Previous 1,585
-0.0%
Holding current value
$39,117
Previous $34,000
8.82%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding HEGD
# of Institutions
68Shares Held
14.4MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.77MShares$68.4 Million3.13% of portfolio
-
Cwm, LLC1.77MShares$43.7 Million0.15% of portfolio
-
Envestnet Asset Management Inc1.34MShares$33.1 Million0.01% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC1.27MShares$31.4 Million6.14% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.17MShares$29 Million0.15% of portfolio