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Swan Hedged Equity US Large Cap ETF
HEGD
HEGD
27.12
USD
+0.15
0.56%
At close
Updated
Oct 21, 4:00 PM EDT
Pre-market
After hours
1 day
0.56%
5 days
0.74%
1 month
-0.15%
3 months
1.54%
6 months
5.36%
Year to date
7.07%
1 year
8.09%
5 years
43.87%
10 years
64.16%
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 |
|
|---|---|---|---|---|---|---|
| 76 |
76
AssetMark Inc
Concord,
California
| $50K | – | – | – |
|
| 77 |
77
Spire Wealth Management
Mclean,
Virginia
| $47.2K | – | – | – |
|
| 78 |
78
Steward Partners Investment Advisory
New York
| $42.3K | – | – | – |
|
| 79 |
79
Private Trust Company
Cleveland,
Ohio
| $41.4K | – | – | – |
|
| 80 |
80
Cullen/Frost Bankers
San Antonio,
Texas
| $26.8K | – | – | – |
|
| 81 |
81
Park Square Financial Group
Roswell,
Georgia
| $19K | -$2.28K | -87 | -11% |
|
| 82 |
82
Tradewinds Capital Management
Bellingham,
Washington
| $8.48K | – | – | – |
|
| 83 |
83
DHJJ Financial Advisors
Naperville,
Illinois
| $267 | – | – | – |
|
| 84 |
84
Morgan Stanley
New York
| $34 | +$26 | +1 | New |
|
| 85 |
85
Vista Investment Partners II
Richmond,
Indiana
| – | -$1.93M | -78,139 | Closed |
|
| 86 |
86
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$1.37M | -55,323 | Closed |
|
| 87 |
87
Bank of America
Charlotte,
North Carolina
| – | -$483K | -19,572 | Closed |
|
| 88 |
88
Equitable Holdings
New York
| – | -$208K | -8,250 | Closed |
|