Truist Financial Corp Listed Fds Tr Swan Hedged Equi Transaction History

Truist Financial Corp

$61.3 Billion
Q1 2025

A detailed history of Truist Financial Corp transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Truist Financial Corp holds 18,021 shares of HEGD stock, worth $395,921. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,021

Holding current value

$395,921

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$21.79 - $23.09 $392,677 - $416,104	18,021 New	18,021 $394,000

Others Institutions Holding HEGD

# of Institutions

Shares Held

12M

Call Options Held

Put Options Held

Swan Global Investments, LLC Durango, CO

2.83M
Shares

$62.2 Million
3.18% of portfolio
Cwm, LLC

1.62M
Shares

$35.6 Million
0.14% of portfolio
Envestnet Asset Management Inc

1.19M
Shares

$26.2 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1M
Shares

$22 Million
0.01% of portfolio
New Edge Advisors, LLC New Orleans, LA

551K
Shares

$12.1 Million
0.08% of portfolio

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About LISTED FDS TR SWAN HEDGED EQUI

Ticker HEGD
Sector ETFs
Industry ETFs

More about HEGD

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Truist Financial Corp Listed Fds Tr Swan Hedged Equi Transaction History