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

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024

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 12,333 shares of HEGD stock, worth $279,342. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,333
Previous 13,578 9.17%
Holding current value
$279,342
Previous $302,000 8.61%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
62
Shares Held
11.3M
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
Track This Portfolio

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email