AIRE ADVISORS, LLC HELO Holdings History
AIRE ADVISORS, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, AIRE ADVISORS, LLC held 126,410.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $7.54 Mil. This investment constitutes 1.59% of their stock portfolio, and AIRE ADVISORS, LLC now holds 0.25% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q2. And since then AIRE ADVISORS, LLC has made 4 purchases of HELO, at an average price of $58.33, for a total of 126,410.00 shares. Based on historical transaction data and HELO's current price of $63.03, AIRE ADVISORS, LLC's estimated gain on his HELO holdings is $594,048.09, reflecting a 8.06% gain to date.
AIRE ADVISORS, LLC HELO ($63.03) Holding Chart
AIRE ADVISORS, LLC HELO ($63.03) 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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