Ever Source Wealth Advisors, LLC Listed Fds Tr Swan Hedged Equi Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 7,312 shares of HEGD stock, worth $184,335. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,312
Previous 7,866 7.04%
Holding current value
$184,335
Previous $184,000 1.09%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$23.5 - $24.94 $13,019 - $13,816
-554 Reduced 7.04%
7,312 $182,000
Q2 2025

Aug 13, 2025
BUY
$21.21 - $23.5 $35,823 - $39,691
1,689 Added 27.34%
7,866 $184,000
Q1 2025

May 13, 2025
BUY
$21.79 - $23.09 $134,596 - $142,626
6,177 New
6,177 $135,000

Others Institutions Holding HEGD

# of Institutions
76
Shares Held
16.5M
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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