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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 |
IFG
26
Independent Financial Group
San Diego,
California
| $255K | -$213K | -12,186 | -46% |
|
| 27 |
GSEP
27
Golden State Equity Partners
South Coast Metro,
California
| $229K | +$227K | +13,031 | New |
|
| 28 |
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $108K | -$87.2K | -5,000 | -45% |
|
| 29 |
29
UBS Group
Zurich,
Switzerland
| $65.4K | -$4.38K | -251 | -6% |
|
| 30 |
PA
30
Parallel Advisors
San Francisco,
California
| $52.1K | +$2.88K | +165 | +6% |
|
| 31 |
IGWM
31
ICA Group Wealth Management
Denver,
Colorado
| $18.8K | – | – | – |
|
| 32 |
HI
32
Harbour Investments
Madison,
Wisconsin
| $3.87K | – | – | – |
|
| 33 |
CFGS
33
Concourse Financial Group Securities
Birmingham,
Alabama
| $2.29K | – | – | – |
|
| 34 |
ASN
34
Advisory Services Network
Atlanta,
Georgia
| $1.76K | +$1.74K | +100 | New |
|
| 35 |
OLVIG
35
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $422 | +$419 | +24 | New |
|