Atria Investments, Inc
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1535865
Charlotte, NC
All Filings in HEGD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,926,575 | 320,914 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,647,453 | 303,350 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,428,303 | 298,086 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,634,731 | 282,329 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,197,919 | 283,010 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,236,630 | 278,421 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,505,565 | 247,330 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,723,896 | 222,092 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,083,913 | 197,005 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $2,972,661 | 152,288 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,225,409 | 122,849 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,360,820 | 73,538 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||