Momentum Wealth Planning, LLC
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 2087652
ESTERO, FL
All Filings in HEGD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,992 | 29,107 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $721,412 | 29,207 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||