Purchases and Sales Made in Q4 2024 in Listed Fds Tr Swan Hedged Equi (HEGD)
This table provides information about the institutional ownership of Listed Fds Tr Swan Hedged Equi (HEGD) during Q4 2024. The information is specifically focused on institutions that hold shares of LISTED FDS TR SWAN HEDGED EQUI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
200KNew |
$4.42M - $4.63M
|
200K
$4.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37.7K+ 9.24% |
$831K - $870K
|
445K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
23.2KNew |
$511K - $535K
|
23.2K
$533K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
17KNew |
$374K - $392K
|
17K
$390K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.27% |
$154 - $162
|
2.63K
$60.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-76- 0.58% |
$1.68K - $1.75K
|
13.1K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.25K- 9.17% |
$27.4K - $28.7K
|
12.3K
$284K
|