Simplicity Wealth,Llc Listed Fds Tr Swan Hedged Equi Transaction History

Simplicity Wealth,Llc

$461 Million
Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Simplicity Wealth,Llc holds 29,936 shares of HEGD stock, worth $682,540. This represents 0.15% of its overall portfolio holdings.

Number of Shares

29,936

Holding current value

$682,540

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$22.04 - $23.08 $659,789 - $690,922	29,936 New	29,936 $670,000

Others Institutions Holding HEGD

# of Institutions

Shares Held

9.82M

Call Options Held

Put Options Held

Swan Global Investments, LLC Durango, CO

2.72M
Shares

$61.9 Million
2.99% of portfolio
Cwm, LLC

1.48M
Shares

$33.7 Million
0.14% of portfolio
Envestnet Asset Management Inc

922K
Shares

$21 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

888K
Shares

$20.2 Million
0.01% of portfolio
New Edge Advisors, LLC New Orleans, LA

488K
Shares

$11.1 Million
0.07% of portfolio

View Full List

About LISTED FDS TR SWAN HEDGED EQUI

Ticker HEGD
Sector ETFs
Industry ETFs

More about HEGD

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Simplicity Wealth,Llc Listed Fds Tr Swan Hedged Equi Transaction History