Barnes Wealth Management Group, Inc Listed Fds Tr Swan Hedged Equi Transaction History

Barnes Wealth Management Group, Inc

  • $156 Billion
  • Q1 2025

A detailed history of Barnes Wealth Management Group, Inc transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 28,929 shares of HEGD stock, worth $661,316. This represents 0.41% of its overall portfolio holdings.

Number of Shares
28,929
Previous 24,119 19.94%
Holding current value
$661,316
Previous $540 Million 17.27%
% of portfolio
0.41%
Previous 0.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$21.79 - $23.09 $104,809 - $111,062
4,810 Added 19.94%
28,929 $634 Million
Q4 2024

May 12, 2025
BUY
$22.04 - $23.08 $531,582 - $556,666
24,119 New
24,119 $540 Million

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
Track This Portfolio

Track Barnes Wealth Management Group, Inc Portfolio

Follow Barnes Wealth Management Group, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Barnes Wealth Management Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Barnes Wealth Management Group, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email