News + Filings Key Docs Holdings Ownership
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Swan Global Investments, LLC
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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ENVESTNET ASSET MANAGEMENT INC
| 981,263 | 981,263 | 18,157,975,000 | 0.01 | |
Hist
| 06/30/2023 |
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Atria Investments, Inc
| 73,538 | 73,538 | 1,360,799,000 | 0.02 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 69,733 | 69,733 | 1,290,084,000 | | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 42,102 | 42,102 | 779,085,000 | 0.00 | |
Hist
| 06/30/2023 |
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Orion Portfolio Solutions, LLC
| 34,724 | 34,724 | 642,557,000 | | |
Hist
| 06/30/2023 |
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Atria Wealth Solutions, Inc.
| 17,650 | -102 | 326,608,000 | 0.00 | |
Hist
| 06/30/2023 |
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Parallel Advisors, LLC
| 4,161 | 4,161 | 76,998,000 | 0.00 | |
Hist
| 06/30/2023 |
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CreativeOne Wealth, LLC
| 73,460 | 73,460 | 1,359,000 | | |
Hist
| 06/30/2023 |
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CWM, LLC
| 53,640 | 53,640 | 993,000 | 0.01 | |
Hist
| 06/30/2023 |
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Clearview Wealth Advisors LLC
| 23,710 | 23,710 | 438,744 | 0.45 | |
Hist
| 06/30/2023 |
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DHJJ Financial Advisors, Ltd.
| 10 | 10 | 182,000 | 0.00 | |
Hist
| 09/30/2023 |
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