Listed Fd Tr shares owned by Swan Wealth Advisors
Quarter-by-quarter ownership of Listed Fd Tr (HEGD) shares owned by Swan Wealth Advisors
from 13F filings
Historical chart of Swan Wealth Advisors investment in Listed Fd Tr
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Quarterly reported holdings in Listed Fd Tr by Swan Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $63M | 2.5M | 24.92 |
| 2025-06-30 | $65M | 2.8M | 23.50 |
| 2025-03-31 | $62M | 2.8M | 21.90 |
| 2024-12-31 | $63M | 2.8M | 22.40 |
| 2024-09-30 | $61M | 2.7M | 22.26 |
| 2024-06-30 | $54M | 2.6M | 21.27 |
| 2024-03-31 | $59M | 2.8M | 20.73 |
| 2023-12-31 | $60M | 3.1M | 19.52 |
| 2023-09-30 | $60M | 3.3M | 18.11 |