Ae Wealth Management LLC Listed Fds Tr Swan Hedged Equi Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Ae Wealth Management LLC holds 73 shares of HEGD stock, worth $1,801. This represents 0.0% of its overall portfolio holdings.

Number of Shares
73
Previous 14,423 99.49%
Holding current value
$1,801
Previous $315,000 99.68%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$21.21 - $23.5 $304,363 - $337,225
-14,350 Reduced 99.49%
73 $1,000
Q1 2025

May 06, 2025
BUY
$21.79 - $23.09 $218,684 - $231,731
10,036 Added 228.77%
14,423 $315,000
Q4 2024

Feb 13, 2025
BUY
$22.04 - $23.08 $96,689 - $101,251
4,387 New
4,387 $98,000

Others Institutions Holding HEGD

# of Institutions
68
Shares Held
14.4M
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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