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Swan Enhanced Dividend Income ETF
SCLZ
SCLZ
57.22
USD
-0.30
0.52%
At close
Updated
Sep 23, 12:51 PM EDT
Pre-market
After hours
1 day
-0.52%
5 days
0.95%
1 month
2.11%
3 months
2.82%
6 months
9.66%
Year to date
4.8%
1 year
5.49%
5 years
14.51%
10 years
14.51%
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 |
|
|---|---|---|---|---|---|---|
| 1 |
1
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3.92M | +$483K | +8,981 | +13% |
|
| 2 |
SGI
2
Swan Global Investments
Durango,
Colorado
| $1.26M | -$45.5K | -847 | -3% |
|
| 3 |
CFA
3
Camarda Financial Advisors
Fleming Island,
Florida
| $1.19M | +$54 | +1 | +0% |
|
| 4 |
4
Jane Street
New York
| $1.1M | +$256K | +4,769 | +29% |
|
| 5 |
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $949K | -$166K | -3,090 | -14% |
|
| 6 |
KAS
6
Kestra Advisory Services
Austin,
Texas
| $282K | +$9.67K | +180 | +3% |
|
| 7 |
7
Morgan Stanley
New York
| $124K | – | – | – |
|
| 8 |
8
Osaic Holdings
Scottsdale,
Arizona
| $88.4K | +$86.5K | +1,610 | +1,610% |
|
| 9 |
9
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$240K | -4,380 | Closed |
|
| 10 |
10
UBS Group
Zurich,
Switzerland
| – | -$5.58K | -102 | Closed |
|