Envestnet Portfolio Solutions, Inc. Listed Fds Tr Swan Hedged Equi Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 18,625 shares of HEGD stock, worth $424,091. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18,625
Previous 15,746 18.28%
Holding current value
$424,091
Previous $334,000 23.95%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$20.82 - $22.27 $59,940 - $64,115
2,879 Added 18.28%
18,625 $414,000
Q2 2024

Jul 16, 2024
BUY
$19.99 - $21.33 $61,069 - $65,163
3,055 Added 24.07%
15,746 $334,000
Q1 2024

May 06, 2024
BUY
$19.32 - $20.73 $245,190 - $263,084
12,691 New
12,691 $263,000
Q3 2023

Nov 13, 2023
BUY
$18.11 - $18.86 $269,096 - $280,240
14,859 New
14,859 $269,000

Others Institutions Holding HEGD

# of Institutions
46
Shares Held
9.08M
Call Options Held
0
Put Options Held
0
View Full List

About LISTED FDS TR SWAN HEDGED EQUI

HEGD Quotes by TradingView
  • Ticker HEGD
  • Sector ETFs
  • Industry ETFs
More about HEGD
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