Nelson, Van Denburg & Campbell Wealth Management Group, LLC Listed Fds Tr Swan Hedged Equi Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.53 Billion
Q1 2025

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 477,305 shares of HEGD stock, worth $10.8 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

477,305

Previous 445,437 7.15%

Holding current value

$10.8 Million

Previous $9.98 Million 4.76%

% of portfolio

0.41%

Previous 0.38%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$21.79 - $23.09 $694,403 - $735,832	31,868 Added 7.15%	477,305 $10.5 Million
Q4 2024 Jan 17, 2025	BUY	$22.04 - $23.08 $830,753 - $869,954	37,693 Added 9.24%	445,437 $9.98 Million
Q3 2024 Nov 08, 2024	BUY	$20.82 - $22.27 $2.79 Million - $2.98 Million	134,022 Added 48.96%	407,744 $9.08 Million
Q2 2024 Aug 13, 2024	BUY	$19.99 - $21.33 $248,395 - $265,046	12,426 Added 4.76%	273,722 $5.82 Million
Q1 2024 Apr 30, 2024	BUY	$19.32 - $20.73 $5.05 Million - $5.42 Million	261,296 New	261,296 $5.42 Million

Others Institutions Holding HEGD

# of Institutions

Shares Held

12.8M

Call Options Held

Put Options Held

View Full List

About LISTED FDS TR SWAN HEDGED EQUI

Ticker HEGD
Sector ETFs
Industry ETFs

More about HEGD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Account

Nelson, Van Denburg & Campbell Wealth Management Group, LLC Listed Fds Tr Swan Hedged Equi Transaction History