Number of Shares
522,308.00
Current Holdings Value*
$11.44 Mil
% of Portfolio
7.97%
Total Estimate Gain
$527,531.08
% of Total Estimate Gain
4.48%

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

As of 2025-03-31, Financial Designs Corp held 522,308.00 shares of Swan Hedged Equity US Large Cap ETF(HEGD), totaling $11.44 Mil. This investment constitutes 7.97% of their stock portfolio, and Financial Designs Corp now holds 3.17% 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 1 purchases of HEGD, at an average price of $22.52, for a total of 522,308.00 shares. Based on historical transaction data and HEGD's current price of $23.53, Financial Designs Corp's estimated gain on his HEGD holdings is $527,531.08, reflecting a 4.48% gain to date.

Financial Designs Corp HEGD ($23.53) Holding Chart

Financial Designs Corp HEGD ($23.53) 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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