Marshall & Sterling Wealth Advisors Inc. Listed Fds Tr Swan Hedged Equi Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 160,222 shares of HEGD stock, worth $3.95 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares
160,222
Previous 157,695 1.6%
Holding current value
$3.95 Million
Previous $3.45 Billion 9.01%
% of portfolio
2.55%
Previous 2.35%

Shares

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

Aug 12, 2025
BUY
$21.21 - $23.5 $53,597 - $59,384
2,527 Added 1.6%
160,222 $3.76 Billion
Q1 2025

May 15, 2025
BUY
$21.79 - $23.09 $68,246 - $72,317
3,132 Added 2.03%
157,695 $3.45 Billion
Q4 2024

Feb 14, 2025
BUY
$22.04 - $23.08 $3.41 Million - $3.57 Million
154,563 New
154,563 $3.46 Billion

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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