CGC Financial Services, LLC HELO Holdings History
CGC Financial Services, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, CGC Financial Services, LLC held 1.06 Mil shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $62.98 Mil. This investment constitutes 24.9% of their stock portfolio, and CGC Financial Services, LLC now holds 2.3% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q1. And since then CGC Financial Services, LLC has made 4 purchases of HELO, at an average price of $55.61, for a total of 1.06 Mil shares. In addition, there have been 1 sales at an average price of $62.30 for 6,538.00 shares. Based on historical transaction data and HELO's current price of $63.05, CGC Financial Services, LLC's estimated gain on his HELO holdings is $7.89 Mil, reflecting a 13.37% gain to date.
CGC Financial Services, LLC HELO ($63.05) Holding Chart
CGC Financial Services, LLC HELO ($63.05) 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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