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

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 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 157,695 shares of HEGD stock, worth $3.58 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
157,695
Previous 154,563 2.03%
Holding current value
$3.58 Million
Previous $3.46 Billion 0.25%
% of portfolio
2.35%
Previous 2.39%

Shares

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