Ae Wealth Management LLC Listed Fds Tr Swan Hedged Equi Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Ae Wealth Management LLC holds 4,387 shares of HEGD stock, worth $96,601. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,387

Holding current value

$96,601

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$22.04 - $23.08 $96,689 - $101,251	4,387 New	4,387 $98,000

Others Institutions Holding HEGD

# of Institutions

Shares Held

11.3M

Call Options Held

Put Options Held

Swan Global Investments, LLC Durango, CO

2.83M
Shares

$62.3 Million
3.18% of portfolio
Cwm, LLC

1.48M
Shares

$32.5 Million
0.14% of portfolio
Envestnet Asset Management Inc

1.25M
Shares

$27.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1M
Shares

$22.1 Million
0.01% of portfolio
New Edge Advisors, LLC New Orleans, LA

551K
Shares

$12.1 Million
0.08% of portfolio

View Full List

About LISTED FDS TR SWAN HEDGED EQUI

Ticker HEGD
Sector ETFs
Industry ETFs

More about HEGD

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Ae Wealth Management LLC Listed Fds Tr Swan Hedged Equi Transaction History