Number of Shares
523,285.00
Current Holdings Value*
$12.30 Mil
% of Portfolio
7.54%
Total Estimate Gain
$638,495.63
% of Total Estimate Gain
5.42%

Financial Designs Corp's Swan Hedged Equity US Large Cap ETF Holding Summary

As of 2025-06-30, Financial Designs Corp held 523,285.00 shares of Swan Hedged Equity US Large Cap ETF(HEGD), totaling $12.30 Mil. This investment constitutes 7.54% of their stock portfolio, and Financial Designs Corp now holds 2.88% of the outstanding Swan Hedged Equity US Large Cap ETF(HEGD) stock.

The initial trade took place in 2025Q1. And since then Financial Designs Corp has made 2 purchases of HEGD, at an average price of $22.52, for a total of 523,285.00 shares. Based on historical transaction data and HEGD's current price of $23.74, Financial Designs Corp's estimated gain on his HEGD holdings is $638,495.63, reflecting a 5.42% gain to date.

Financial Designs Corp HEGD ($23.74) Holding Chart

Financial Designs Corp HEGD ($23.74) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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