Nelson, Van Denburg & Campbell Wealth Management Group, LLC Listed Fds Tr Swan Hedged Equi Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 445,437 shares of HEGD stock, worth $10.2 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

445,437

Previous 407,744 9.24%

Holding current value

$10.2 Million

Previous $9.08 Million 9.93%

% of portfolio

0.38%

Previous 0.38%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$22.04 - $23.08 $830,753 - $869,954	37,693 Added 9.24%	445,437 $9.98 Million
Q3 2024 Nov 08, 2024	BUY	$20.82 - $22.27 $2.79 Million - $2.98 Million	134,022 Added 48.96%	407,744 $9.08 Million
Q2 2024 Aug 13, 2024	BUY	$19.99 - $21.33 $248,395 - $265,046	12,426 Added 4.76%	273,722 $5.82 Million
Q1 2024 Apr 30, 2024	BUY	$19.32 - $20.73 $5.05 Million - $5.42 Million	261,296 New	261,296 $5.42 Million

Others Institutions Holding HEGD

# of Institutions

Shares Held

9.1M

Call Options Held

Put Options Held

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About LISTED FDS TR SWAN HEDGED EQUI

Ticker HEGD
Sector ETFs
Industry ETFs

More about HEGD

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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Listed Fds Tr Swan Hedged Equi Transaction History