Wr Wealth Planners, LLC Listed Fds Tr Swan Hedged Equi Transaction History

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 450 shares of HEGD stock, worth $10,260. This represents 0.0% of its overall portfolio holdings.

Number of Shares
450
Previous 750 40.0%
Holding current value
$10,260
Previous $15,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$20.82 - $22.27 $6,246 - $6,681
-300 Reduced 40.0%
450 $10,000
Q1 2024

Jul 31, 2024
BUY
$19.32 - $20.73 $14,490 - $15,547
750 New
750 $15,000

Others Institutions Holding HEGD

# of Institutions
44
Shares Held
8.91M
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
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email