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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 |
|
|---|---|---|---|---|---|---|
| 76 |
SPIA
76
Steward Partners Investment Advisory
New York
| $40K | – | – | – |
|
| 77 |
77
UBS Group
Zurich,
Switzerland
| $30.5K | +$30.5K | +1,208 | New |
|
| 78 |
ME
78
McIlrath & Eck
Arlington,
Washington
| $25.6K | – | – | – |
|
| 79 |
CFB
79
Cullen/Frost Bankers
San Antonio,
Texas
| $25.3K | +$5.17K | +205 | +26% |
|
| 80 |
80
JP Morgan Chase
New York
| $12.6K | -$32.7K | -1,295 | -72% |
|
| 81 |
DFA
81
DHJJ Financial Advisors
Naperville,
Illinois
| $253 | – | – | – |
|
| 82 |
82
Citadel Advisors
Miami,
Florida
| – | -$326K | -13,074 | Closed |
|
| 83 |
IWA
83
Icon Wealth Advisors
Houston,
Texas
| – | -$125K | -5,016 | Closed |
|
| 84 |
CA
84
CoreCap Advisors
Southfield,
Michigan
| – | -$21.4K | -857 | Closed |
|
| 85 |
85
Bank of America
Charlotte,
North Carolina
| – | -$4.81K | -193 | Closed |
|