MSWA
HEGD icon

Marshall & Sterling Wealth Advisors’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio HEGD Stock Details HEGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.76M Buy
160,222
+2,527
+2% +$59.4K 2.55% 13
2025
Q1 		$3.45M Buy
157,695
+3,132
+2% +$68.6K 2.35% 13
2024
Q4 		$3.46M Buy
+154,563
New +$3.46M 2.39% 14