Integrated Wealth Concepts LLC Listed Fds Tr Swan Hedged Equi Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 14,233 shares of HEGD stock, worth $358,813. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,233
Previous 13,344 6.66%
Holding current value
$358,813
Previous $313,000 13.1%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$23.5 - $24.94 $20,891 - $22,171
889 Added 6.66%
14,233 $354,000
Q1 2025

May 15, 2025
BUY
$21.79 - $23.09 $6,863 - $7,273
315 Added 2.42%
13,344 $292,000
Q4 2024

Feb 14, 2025
BUY
$22.04 - $23.08 $287,159 - $300,709
13,029 New
13,029 $291,000

Others Institutions Holding HEGD

# of Institutions
76
Shares Held
16.5M
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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