SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1079935
LOS ANGELES, CA
All Filings in HEGD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $655,883 | 26,554 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $705,224 | 27,974 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $742,042 | 29,777 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $723,753 | 30,798 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $676,907 | 30,909 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $728,963 | 32,543 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $798,087 | 35,853 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $806,090 | 37,898 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||