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

Barnes Wealth Management Group, Inc

  • $169 Billion
  • Q2 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 37,870 shares of HEGD stock, worth $934,631. This represents 0.53% of its overall portfolio holdings.

Number of Shares
37,870
Previous 28,929 30.91%
Holding current value
$934,631
Previous $634 Million 40.47%
% of portfolio
0.53%
Previous 0.41%

Shares

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

Aug 27, 2025
BUY
$21.21 - $23.5 $189,638 - $210,113
8,941 Added 30.91%
37,870 $890 Million
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
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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