Williams & Novak, LLC Listed Fds Tr Swan Hedged Equi Transaction History

Williams & Novak, LLC

  • $104 Billion
  • Q4 2024

A detailed history of Williams & Novak, LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Williams & Novak, LLC holds 23,165 shares of HEGD stock, worth $534,879. This represents 0.5% of its overall portfolio holdings.

Number of Shares
23,165
Holding current value
$534,879
% of portfolio
0.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$22.04 - $23.08 $510,556 - $534,648
23,165 New
23,165 $519 Million
Q2 2024

Jul 12, 2024
SELL
$19.99 - $21.33 $130,934 - $139,711
-6,550 Reduced 30.43%
14,975 $319 Million
Q4 2023

Jan 25, 2024
BUY
$17.76 - $19.62 $382,284 - $422,320
21,525 New
21,525 $420 Million

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 Williams & Novak, LLC Portfolio

Follow Williams & Novak, 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 Williams & Novak, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williams & Novak, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email