Envestnet Portfolio Solutions, Inc. Listed Fds Tr Swan Hedged Equi Transaction History

Envestnet Portfolio Solutions, Inc.

  • $26.1 Billion
  • Q2 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 15,746 shares of HEGD stock, worth $352,080. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,746
Previous 12,691 24.07%
Holding current value
$352,080
Previous $263,000 27.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 16, 2024
BUY
$19.99 - $21.33 $61,069 - $65,163
3,055 Added 24.07%
15,746 $334,000
Q1 2024

May 06, 2024
BUY
$19.32 - $20.73 $245,190 - $263,084
12,691 New
12,691 $263,000
Q3 2023

Nov 13, 2023
BUY
$18.11 - $18.86 $269,096 - $280,240
14,859 New
14,859 $269,000

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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