Spartan Planning & Wealth Management Listed Fds Tr Swan Hedged Equi Transaction History

Spartan Planning & Wealth Management

  • $123 Million
  • Q3 2025

A detailed history of Spartan Planning & Wealth Management transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 341,333 shares of HEGD stock, worth $8.61 Million. This represents 6.94% of its overall portfolio holdings.

Number of Shares
341,333
Previous 326,419 4.57%
Holding current value
$8.61 Million
Previous $7.63 Million 11.55%
% of portfolio
6.94%
Previous 6.81%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$23.5 - $24.94 $350,479 - $371,955
14,914 Added 4.57%
341,333 $8.51 Million
Q2 2025

Jul 17, 2025
BUY
$21.21 - $23.5 $2.29 Million - $2.54 Million
108,161 Added 49.56%
326,419 $7.63 Million
Q1 2025

Apr 08, 2025
BUY
$21.79 - $23.09 $387,644 - $410,771
17,790 Added 8.87%
218,258 $4.77 Million
Q4 2024

Jan 07, 2025
BUY
$22.04 - $23.08 $4.42 Million - $4.63 Million
200,468 New
200,468 $4.49 Million

Others Institutions Holding HEGD

# of Institutions
76
Shares Held
16.5M
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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