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

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 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 162,438 shares of HEGD stock, worth $4.1 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
162,438
Previous 160,222 1.38%
Holding current value
$4.1 Million
Previous $3.76 Billion 7.51%
% of portfolio
2.59%
Previous 2.55%

Shares

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

Nov 07, 2025
BUY
$23.5 - $24.94 $52,076 - $55,267
2,216 Added 1.38%
162,438 $4.05 Billion
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
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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