Kingsview Wealth Management, LLC Listed Fds Tr Swan Hedged Equi Transaction History

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 87,942 shares of HEGD stock, worth $2 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
87,942
Previous 96,232 8.61%
Holding current value
$2 Million
Previous $2.05 Million 4.35%
% of portfolio
0.04%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$20.82 - $22.27 $172,597 - $184,618
-8,290 Reduced 8.61%
87,942 $1.96 Million
Q2 2024

Aug 14, 2024
BUY
$19.99 - $21.33 $562,738 - $600,460
28,151 Added 41.35%
96,232 $2.05 Million
Q1 2024

May 09, 2024
BUY
$19.32 - $20.73 $968,801 - $1.04 Million
50,145 Added 279.58%
68,081 $1.41 Million
Q4 2023

Feb 08, 2024
SELL
$17.76 - $19.62 $10,886 - $12,027
-613 Reduced 3.3%
17,936 $350,000
Q2 2023

Aug 10, 2023
SELL
$17.47 - $18.5 $10,394 - $11,007
-595 Reduced 3.11%
18,549 $343,000
Q1 2023

May 15, 2023
BUY
$16.86 - $18.1 $16 - $18
1 Added 0.01%
19,144 $336,000
Q4 2022

Feb 13, 2023
SELL
$16.78 - $18.04 $30,808 - $33,121
-1,836 Reduced 8.75%
19,143 $328,000
Q3 2022

Nov 14, 2022
SELL
$16.82 - $17.9 $18,838 - $20,048
-1,120 Reduced 5.07%
20,979 $353,000
Q2 2022

Aug 16, 2022
BUY
$16.88 - $18.7 $33,152 - $36,726
1,964 Added 9.75%
22,099 $377,000
Q1 2022

Feb 08, 2024
SELL
$17.86 - $19.53 $17,109 - $18,709
-958 Reduced 5.34%
16,978 $0
Q3 2021

Dec 03, 2021
BUY
$18.01 - $18.92 $147,772 - $155,238
8,205 Added 68.78%
20,135 $367,000
Q2 2021

Aug 17, 2021
BUY
$17.28 - $18.09 $206,150 - $215,813
11,930 New
11,930 $216,000

Others Institutions Holding HEGD

# of Institutions
44
Shares Held
9.06M
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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