Want to track HEGD and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
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 | $2.33M | $43,711.44 | 1.91% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,499 | $133,264.66 | $149,572.8 | $16,308.14 | 12.24% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 102,912 | $2.68M | $2.74M | $54,404.83 | 2.03% |
| RR rosemary richard WCG Wealth Advisors LLC | 16,953 | $427,180.11 | $463,495.02 | $36,314.91 | 8.5% |
 Jeff Ameen Spire Wealth Management | 1,771 | $31,977.6 | $47,126.31 | $15,148.71 | 47.37% |
 Steve Wachs Legacy CG LLC | 751,283 | $19.03M | $19.99M | $965,686.67 | 5.08% |
 Michelle McCarthy Vantage Financial Partners LLC | 477,957 | $10.85M | $12.72M | $1.87M | 17.23% |
 Amanda Hawley Atria Wealth Solutions Inc. | 39,787 | $875,590.3 | $1.06M | $183,141.77 | 20.92% |
 Nolan Baker Retirement Guys Formula LLC | 294,582 | $5.64M | $7.84M | $2.2M | 39.1% |
 Bert D. Barre Colonial Trust Co. / SC | 5,283 | $125,683.1 | $144,463.63 | $18,780.53 | 14.94% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 10,390 | $191,715.99 | $276,477.9 | $84,761.91 | 44.21% |
 Scott Highmark Mosaic Family Wealth Partners LLC | 126,259 | $3.35M | $3.36M | $7,002.57 | 0.21% |
 Vincent Incerto LaSalle St. Investment Advisors LLC | 107,561 | $2.45M | $2.94M | $488,247.52 | 19.9% |
 Gregg Zeoli Empire Financial Management Company LLC | 11,133 | $277,169.99 | $304,376.22 | $27,206.23 | 9.82% |
 Andrew Agosta Prosperity Financial Group, Inc. | 13,476 | $304,801.95 | $358,596.36 | $53,794.41 | 17.65% |
 Dina Fliss Global View Capital Management LLC | 10,175 | $253,754 | $270,756.75 | $17,002.75 | 6.7% |
 Carmen McClennon WR Wealth Planners, LLC | 450 | $9,328.8 | $11,974.5 | $2,645.7 | 28.36% |
 VestGen Advisors LLC VestGen Advisors LLC | 11,732 | $295,763.94 | $320,811.54 | $25,047.6 | 8.47% |
 Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 857,002 | $20.5M | $23.43M | $2.93M | 14.3% |
 Riverchase Wealth Management LLC Riverchase Wealth Management LLC | 34,233 | $772,979.56 | $910,940.13 | $137,960.57 | 17.85% |
