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 407,744 shares of HEGD stock, worth $9.3 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
407,744
Previous 273,722 48.96%
Holding current value
$9.3 Million
Previous $5.82 Million 55.89%
% of portfolio
0.38%
Previous 0.26%

Shares

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

About LISTED FDS TR SWAN HEDGED EQUI


  • Ticker HEGD
  • Sector ETFs
  • Industry ETFs
More about HEGD
Track This Portfolio

Track Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio

Follow Nelson, Van Denburg & Campbell Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

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.