Vise Technologies, Inc. Listed Fds Tr Swan Hedged Equi Transaction History

Vise Technologies, Inc.

$2.32 Billion
Q2 2025

A detailed history of Vise Technologies, Inc. transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Vise Technologies, Inc. holds 11,556 shares of HEGD stock, worth $287,859. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,556

Holding current value

$287,859

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$21.21 - $23.5 $245,102 - $271,566	11,556 New	11,556 $271,000

Others Institutions Holding HEGD

# of Institutions

Shares Held

15.3M

Call Options Held

Put Options Held

Swan Global Investments, LLC Durango, CO

2.77M
Shares

$69 Million
3.13% of portfolio
Cwm, LLC

2.52M
Shares

$62.8 Million
0.19% of portfolio
Envestnet Asset Management Inc

1.34M
Shares

$33.4 Million
0.01% of portfolio
Blueprint Investment Partners LLC Greensboro, NC

1.27M
Shares

$31.7 Million
6.14% of portfolio
New Edge Advisors, LLC New Orleans, LA

1.17M
Shares

$29.3 Million
0.15% of portfolio

View Full List

About LISTED FDS TR SWAN HEDGED EQUI

Ticker HEGD
Sector ETFs
Industry ETFs

More about HEGD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vise Technologies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vise Technologies, Inc. with notifications on news.

Account

Vise Technologies, Inc. Listed Fds Tr Swan Hedged Equi Transaction History