Spire Wealth Management Listed Fds Tr Swan Hedged Equi Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Spire Wealth Management holds 2,627 shares of HEGD stock, worth $60,079. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,627

Previous 2,620 0.27%

Holding current value

$60,079

Previous $58,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$22.04 - $23.08 $154 - $161	7 Added 0.27%	2,627 $58,000
Q2 2024 Jul 31, 2024	SELL	$19.99 - $21.33 $1.29 Million - $1.38 Million	-64,591 Reduced 96.1%	2,620 $55,000
Q1 2024 Apr 24, 2024	BUY	$19.32 - $20.73 $1,178 - $1,264	61 Added 0.09%	67,211 $1.39 Million
Q4 2023 Feb 06, 2024	SELL	$17.76 - $19.62 $87,752 - $96,942	-4,941 Reduced 6.85%	67,150 $1.31 Million
Q3 2023 Nov 08, 2023	BUY	$18.11 - $18.86 $13,292 - $13,843	734 Added 1.03%	72,091 $1.31 Million
Q2 2023 Aug 09, 2023	BUY	$17.47 - $18.5 $3,598 - $3,811	206 Added 0.29%	71,357 $1.32 Million
Q1 2023 May 09, 2023	BUY	$16.86 - $18.1 $1.2 Million - $1.28 Million	70,936 Added 32993.49%	71,151 $1.25 Million
Q2 2022 Jul 22, 2022	SELL	$16.88 - $18.7 $67,553 - $74,837	-4,002 Reduced 94.9%	215 $4,000
Q1 2022 Apr 18, 2022	BUY	$17.86 - $19.53 $75,315 - $82,358	4,217 New	4,217 $79,000

Others Institutions Holding HEGD

# of Institutions

Shares Held

11.1M

Call Options Held

Put Options Held

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About LISTED FDS TR SWAN HEDGED EQUI

Ticker HEGD
Sector ETFs
Industry ETFs

More about HEGD

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Spire Wealth Management Listed Fds Tr Swan Hedged Equi Transaction History