Marshall & Sterling Wealth Advisors Inc.
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 2056315
POUGHKEEPSIE, NY
All Filings in HEGD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,748,002 | 151,741 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,752,987 | 148,869 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,047,931 | 162,438 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $3,765,204 | 160,222 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,453,500 | 157,695 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,462,211 | 154,563 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||