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 2,620 shares of HEGD stock, worth $58,347. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,620
Previous 67,211 96.1%
Holding current value
$58,347
Previous $1.39 Million 96.05%
% of portfolio
0.0%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About LISTED FDS TR SWAN HEDGED EQUI


  • Ticker HEGD
  • Sector ETFs
  • Industry ETFs
More about HEGD
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