Swan Hedged Equity US Large Cap Fund (HEGD)

Market Closed

16 Oct, 08:00 PM

BATS

26. 85

-0.23

-0.8347%

546.12M Market Cap

0.3% Div Yield

36,353 Volume

$ 27.08

Previous Close

Investors:

WDW

+18

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Day Range

26.81 27.06

Year Range

24.39 27.47

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Swan Hedged Equity US Large Cap Fund Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
BZ Brandon Zatopek Commonwealth Equity Services LLC	85,690	$2.28M	$2.31M	$29,127	1.27%
JD Jim Dushek HARBOUR INVESTMENTS Inc.	5,499	$133,264.66	$148,473	$15,208.34	11.41%
WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc.	15,580	$415,363.42	$419,335.7	$3,972.28	0.96%
RR rosemary richard WCG Wealth Advisors LLC	16,953	$427,180.11	$455,696.64	$28,516.53	6.68%
Jeff Ameen Spire Wealth Management	1,771	$31,977.6	$47,949.82	$15,972.22	49.95%
Steve Wachs Legacy CG LLC	751,283	$19.03M	$20.31M	$1.29M	6.77%
Michelle McCarthy Vantage Financial Partners LLC	477,957	$10.85M	$12.9M	$2.05M	18.89%
Amanda Hawley Atria Wealth Solutions Inc.	39,787	$875,590.3	$1.08M	$201,642.72	23.03%
Nolan Baker Retirement Guys Formula LLC	294,582	$5.64M	$7.96M	$2.33M	41.32%
Bert D. Barre Colonial Trust Co. / SC	5,283	$125,683.1	$143,037.22	$17,354.12	13.81%
Scott Highmark Mosaic Family Wealth Partners LLC	126,259	$3.35M	$3.4M	$46,142.86	1.38%
Vincent Incerto LaSalle St. Investment Advisors LLC	107,561	$2.45M	$2.9M	$442,534.1	18.04%
Gregg Zeoli Empire Financial Management Company LLC	11,133	$277,169.99	$301,091.98	$23,921.99	8.63%
Andrew Agosta Prosperity Financial Group, Inc.	13,476	$304,801.95	$364,391.04	$59,589.09	19.55%
Dina Fliss Global View Capital Management LLC	10,175	$253,754	$275,132	$21,378	8.42%
Carmen McClennon WR Wealth Planners, LLC	450	$9,328.8	$12,183.75	$2,854.95	30.6%
VestGen Advisors LLC VestGen Advisors LLC	11,732	$295,763.94	$317,702.56	$21,938.62	7.42%
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC	857,002	$20.5M	$23.19M	$2.7M	13.15%
Riverchase Wealth Management LLC Riverchase Wealth Management LLC	34,233	$772,979.56	$925,146.82	$152,167.26	19.69%
CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc.	189,652	$4.42M	$5.11M	$684,243.43	15.47%

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