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 $11.4 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
456,838
Previous 477,305 4.29%
Holding current value
$11.4 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
69
Shares Held
15.3M
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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