Vantage Financial Partners, LLC Listed Fds Tr Swan Hedged Equi Transaction History
Vantage Financial Partners, LLC
- $354 Million
- Q2 2025
A detailed history of Vantage Financial Partners, LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Vantage Financial Partners, LLC holds 436,176 shares of HEGD stock, worth $10.5 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
436,176
Previous 399,357
9.22%
Holding current value
$10.5 Million
Previous $8.75 Million
17.21%
% of portfolio
2.9%
Previous 2.45%
Shares
3 transactions
Others Institutions Holding HEGD
# of Institutions
68Shares Held
14.4MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.77MShares$66.4 Million3.13% of portfolio
-
Cwm, LLC1.77MShares$42.5 Million0.15% of portfolio
-
Envestnet Asset Management Inc1.34MShares$32.1 Million0.01% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC1.27MShares$30.5 Million6.14% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.17MShares$28.2 Million0.15% of portfolio