Atria Wealth Solutions, Inc. Listed Fds Tr Swan Hedged Equi Transaction History

Atria Wealth Solutions, Inc.

  • $8.79 Billion
  • Q2 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 22,078 shares of HEGD stock, worth $493,664. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,078
Previous 18,920 16.69%
Holding current value
$493,664
Previous $392,000 19.64%
% of portfolio
0.01%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
BUY
$19.99 - $21.33 $63,128 - $67,360
3,158 Added 16.69%
22,078 $469,000
Q1 2024

May 13, 2024
BUY
$19.32 - $20.73 $88,852 - $95,337
4,599 Added 32.11%
18,920 $392,000
Q4 2023

Feb 02, 2024
SELL
$17.76 - $19.62 $49,479 - $54,661
-2,786 Reduced 16.29%
14,321 $279,000
Q3 2023

Nov 08, 2023
SELL
$18.11 - $18.86 $9,833 - $10,240
-543 Reduced 3.08%
17,107 $309,000
Q2 2023

Aug 03, 2023
SELL
$17.47 - $18.5 $3,790 - $4,014
-217 Reduced 1.21%
17,650 $326,000
Q1 2023

Aug 22, 2023
BUY
$16.86 - $18.1 $1,719 - $1,846
102 Added 0.58%
17,752 $312,000
Q1 2023

Jun 14, 2023
BUY
$16.86 - $18.1 $1,938 - $2,081
115 Added 0.65%
17,867 $314,000
Q1 2023

May 10, 2023
SELL
$16.86 - $18.1 $1,938 - $2,081
-115 Reduced 0.64%
17,752 $312,000
Q4 2022

Aug 30, 2023
BUY
$16.78 - $18.04 $3,641 - $3,914
217 Added 1.23%
17,867 $306,000
Q4 2022

Feb 13, 2023
SELL
$16.78 - $18.04 $90,309 - $97,091
-5,382 Reduced 23.15%
17,867 $306,000
Q3 2022

Feb 13, 2023
SELL
$16.82 - $17.9 $18,737 - $19,940
-1,114 Reduced 4.57%
23,249 $0
Q3 2022

Nov 14, 2022
BUY
$16.82 - $17.9 $20,974 - $22,321
1,247 Added 5.39%
24,363 $413,000
Q2 2022

Aug 15, 2022
BUY
$16.88 - $18.7 $390,198 - $432,269
23,116 New
23,116 $394,000

Others Institutions Holding HEGD

# of Institutions
45
Shares Held
8.57M
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
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