Kestra Advisory Services, LLC Listed Fds Tr Swan Hedged Equi Transaction History

Kestra Advisory Services, LLC

  • $20.1 Billion
  • Q3 2025

A detailed history of Kestra Advisory Services, LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 15,111 shares of HEGD stock, worth $380,948. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,111
Previous 14,851 1.75%
Holding current value
$380,948
Previous $348,000 8.05%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
$23.5 - $24.94 $6,110 - $6,484
260 Added 1.75%
15,111 $376,000
Q2 2025

Aug 14, 2025
BUY
$21.21 - $23.5 $33,957 - $37,623
1,601 Added 12.08%
14,851 $348,000
Q1 2025

May 14, 2025
BUY
$21.79 - $23.09 $288,717 - $305,942
13,250 New
13,250 $290,000
Q2 2022

Aug 12, 2022
SELL
$16.88 - $18.7 $180,565 - $200,033
-10,697 Closed
0 $0
Q1 2022

Apr 26, 2022
SELL
$17.86 - $19.53 $71,940 - $78,666
-4,028 Reduced 27.35%
10,697 $0
Q4 2021

Jan 20, 2022
BUY
$18.31 - $19.64 $269,614 - $289,199
14,725 New
14,725 $0

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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