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

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 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 14,423 shares of HEGD stock, worth $327,834. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,423
Previous 4,387 228.77%
Holding current value
$327,834
Previous $98,000 221.43%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
75
Shares Held
12.8M
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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