AVAII WEALTH MANAGEMENT, LLC HELO Holdings History
AVAII WEALTH MANAGEMENT, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-06-30, AVAII WEALTH MANAGEMENT, LLC held 139,224.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $8.71 Mil. This investment constitutes 3.87% of their stock portfolio, and AVAII WEALTH MANAGEMENT, LLC now holds 0.27% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2025Q1. And since then AVAII WEALTH MANAGEMENT, LLC has made 1 purchases of HELO, at an average price of $62.00, for a total of 165,733.00 shares. In addition, there have been 1 sales at an average price of $60.34 for 26,509.00 shares. Based on historical transaction data and HELO's current price of $63.28, AVAII WEALTH MANAGEMENT, LLC's estimated gain on his HELO holdings is $134,187.86, reflecting a 1.31% gain to date.
AVAII WEALTH MANAGEMENT, LLC HELO ($63.28) Holding Chart
AVAII WEALTH MANAGEMENT, LLC HELO ($63.28) 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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