Purchases and Sales Made in Q2 2025 in Listed Fds Tr Swan Hedged Equi (HEGD)
This table provides information about the institutional ownership of Listed Fds Tr Swan Hedged Equi (HEGD) during Q2 2025. The information is specifically focused on institutions that hold shares of LISTED FDS TR SWAN HEDGED EQUI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
108K+ 49.56% |
$2.29M - $2.53M
|
326K
$7.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.6KNew |
$245K - $270K
|
11.6K
$270K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
977+ 0.19% |
$20.7K - $22.8K
|
523K
$12.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-867- 0.28% |
$18.4K - $20.3K
|
309K
$7.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.39K- 13.26% |
$50.7K - $55.8K
|
15.6K
$365K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-20.5K- 4.29% |
$434K - $478K
|
457K
$10.7M
|