Avantax Advisory Services, Inc. Listed Fds Tr Swan Hedged Equi Transaction History

Avantax Advisory Services, Inc.

  • $13.8 Billion
  • Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 12,750 shares of HEGD stock, worth $283,942. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,750
Previous 18,050 29.36%
Holding current value
$283,942
Previous $374,000 27.54%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$19.99 - $21.33 $105,946 - $113,048
-5,300 Reduced 29.36%
12,750 $271,000
Q1 2024

May 08, 2024
BUY
$19.32 - $20.73 $7,245 - $7,773
375 Added 2.12%
18,050 $374,000
Q4 2023

Feb 07, 2024
BUY
$17.76 - $19.62 $62,160 - $68,670
3,500 Added 24.69%
17,675 $345,000
Q3 2023

Nov 07, 2023
BUY
$18.11 - $18.86 $256,709 - $267,340
14,175 New
14,175 $256,000
Q1 2023

Apr 28, 2023
BUY
$16.86 - $18.1 $32,893 - $35,313
1,951 Added 12.76%
17,236 $303,000
Q4 2022

Feb 13, 2023
SELL
$16.78 - $18.04 $16,780 - $18,040
-1,000 Reduced 6.14%
15,285 $262,000
Q3 2022

Nov 01, 2022
SELL
$16.82 - $17.9 $178,712 - $190,187
-10,625 Reduced 39.48%
16,285 $274,000
Q2 2022

Aug 02, 2022
SELL
$16.88 - $18.7 $57,392 - $63,580
-3,400 Reduced 11.22%
26,910 $459,000
Q1 2022

Apr 27, 2022
BUY
$17.86 - $19.53 $541,336 - $591,954
30,310 New
30,310 $570,000

Others Institutions Holding HEGD

# of Institutions
45
Shares Held
8.15M
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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