Bright Futures Wealth Management, LLC. HELO Holdings History
Bright Futures Wealth Management, LLC.'s JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, Bright Futures Wealth Management, LLC. held 47,643.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $2.75 Mil. This investment constitutes 3.01% of their stock portfolio, and Bright Futures Wealth Management, LLC. now holds 0.1% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q4. And since then Bright Futures Wealth Management, LLC. has made 1 purchases of HELO, at an average price of $62.30, for a total of 51,079.00 shares. In addition, there have been 1 sales at an average price of $62.00 for 3,436.00 shares. Based on historical transaction data and HELO's current price of $63.27, Bright Futures Wealth Management, LLC.'s estimated gain on his HELO holdings is $45,182.91, reflecting a 1.42% gain to date.
Bright Futures Wealth Management, LLC. HELO ($63.27) Holding Chart
Bright Futures Wealth Management, LLC. HELO ($63.27) 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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