New Edge Advisors, LLC Listed Fds Tr Swan Hedged Equi Transaction History

New Edge Advisors, LLC

  • $16.2 Billion
  • Q1 2025

A detailed history of New Edge Advisors, LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, New Edge Advisors, LLC holds 539,095 shares of HEGD stock, worth $12.6 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
539,095
Previous 551,135 2.18%
Holding current value
$12.6 Million
Previous $12.3 Million 4.37%
% of portfolio
0.07%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$21.79 - $23.09 $262,351 - $278,003
-12,040 Reduced 2.18%
539,095 $11.8 Million
Q4 2024

Feb 13, 2025
BUY
$22.04 - $23.08 $1.38 Million - $1.45 Million
62,812 Added 12.86%
551,135 $12.3 Million
Q3 2024

Nov 14, 2024
BUY
$20.82 - $22.27 $322,668 - $345,140
15,498 Added 3.28%
488,323 $10.9 Million
Q2 2024

Aug 15, 2024
BUY
$19.99 - $21.33 $9.45 Million - $10.1 Million
472,825 New
472,825 $10.1 Million

Others Institutions Holding HEGD

# of Institutions
76
Shares Held
12.8M
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 New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, 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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email