Journey Strategic Wealth LLC Listed Fds Tr Swan Hedged Equi Transaction History

Journey Strategic Wealth LLC

  • $3.41 Billion
  • Q3 2025

A detailed history of Journey Strategic Wealth LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 8,882 shares of HEGD stock, worth $223,915. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,882
Holding current value
$223,915
% of portfolio
0.01%

Shares

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

Nov 12, 2025
BUY
$23.5 - $24.94 $208,727 - $221,517
8,882 New
8,882 $221,000
Q1 2025

May 06, 2025
BUY
$21.79 - $23.09 $12,921 - $13,692
593 Added 4.81%
12,926 $283,000
Q4 2024

Jan 24, 2025
SELL
$22.04 - $23.08 $27,439 - $28,734
-1,245 Reduced 9.17%
12,333 $276,000
Q3 2024

Nov 12, 2024
SELL
$20.82 - $22.27 $56,755 - $60,708
-2,726 Reduced 16.72%
13,578 $302,000
Q2 2024

Aug 14, 2024
BUY
$19.99 - $21.33 $325,916 - $347,764
16,304 New
16,304 $346,000

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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