Campbell Deegan Wealth Management, LLC HELO Holdings History
Campbell Deegan Wealth Management, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, Campbell Deegan Wealth Management, LLC held 111,708.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $6.67 Mil. This investment constitutes 7.67% of their stock portfolio, and Campbell Deegan Wealth Management, LLC now holds 0.23% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q4. And since then Campbell Deegan Wealth Management, LLC has made 1 purchases of HELO, at an average price of $62.18, for a total of 111,708.00 shares. Based on historical transaction data and HELO's current price of $63.27, Campbell Deegan Wealth Management, LLC's estimated gain on his HELO holdings is $122,007.66, reflecting a 1.76% gain to date.
Campbell Deegan Wealth Management, LLC HELO ($63.27) Holding Chart
Campbell Deegan 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
