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

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.75 Billion
  • Q2 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 456,838 shares of HEGD stock, worth $11 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
456,838
Previous 477,305 4.29%
Holding current value
$11 Million
Previous $10.5 Million 2.1%
% of portfolio
0.39%
Previous 0.41%

Shares

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

Jul 16, 2025
SELL
$21.21 - $23.5 $434,105 - $480,974
-20,467 Reduced 4.29%
456,838 $10.7 Million
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
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email