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Swan Hedged Equity US Large Cap ETF
HEGD
HEGD
27.06
USD
-0.05
0.18%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-0.18%
5 days
0%
1 month
-0.88%
3 months
0.22%
6 months
6.79%
Year to date
6.83%
1 year
11.54%
5 years
43.1%
10 years
63.8%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $34K | +$17.2K | +975 | +98% |
|
| 27 |
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $20K | +$20.9K | +1,186 | New |
|
| 28 |
28
Morgan Stanley
New York
| $17K | +$17.8K | +1,010 | New |
|
| 29 |
SWM
29
Spire Wealth Management
Mclean,
Virginia
| $4K | -$70.7K | -4,002 | -95% |
|
| 30 |
CFGS
30
Concourse Financial Group Securities
Birmingham,
Alabama
| $4K | -$8.39K | -475 | -65% |
|
| 31 |
JWCA
31
J.W. Cole Advisors
Tampa,
Florida
| – | -$4.43M | -237,130 | Closed |
|
| 32 |
OMC
32
Old Mission Capital
Chicago,
Illinois
| – | -$735K | -39,329 | Closed |
|
| 33 |
ETIA
33
Epic Trust Investment Advisors
Richland,
Washington
| – | -$223K | -11,815 | Closed |
|
| 34 |
KAS
34
Kestra Advisory Services
Austin,
Texas
| – | -$200K | -10,697 | Closed |
|
| 35 |
35
UBS Group
Zurich,
Switzerland
| – | -$32K | -1,712 | Closed |
|