Wr Wealth Planners, LLC Listed Fds Tr Swan Hedged Equi Transaction History

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Listed Fds Tr Swan Hedged Equi stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 450 shares of HEGD stock, worth $10,062. This represents 0.0% of its overall portfolio holdings.

Number of Shares
450
Previous 750 40.0%
Holding current value
$10,062
Previous $15,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$20.82 - $22.27 $6,246 - $6,681
-300 Reduced 40.0%
450 $10,000
Q1 2024

Jul 31, 2024
BUY
$19.32 - $20.73 $14,490 - $15,547
750 New
750 $15,000

Others Institutions Holding HEGD

# of Institutions
45
Shares Held
8.57M
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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