Capital A Wealth Management, LLC HELO Holdings History
Capital A Wealth Management, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, Capital A Wealth Management, LLC held 89,163.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $5.32 Mil. This investment constitutes 5.58% of their stock portfolio, and Capital A Wealth Management, LLC now holds 0.18% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2025Q1. And since then Capital A Wealth Management, LLC has made 1 purchases of HELO, at an average price of $62.00, for a total of 89,163.00 shares. Based on historical transaction data and HELO's current price of $63.40, Capital A Wealth Management, LLC's estimated gain on his HELO holdings is $124,828.20, reflecting a 2.26% gain to date.
Capital A Wealth Management, LLC HELO ($63.40) Holding Chart
Capital A Wealth Management, LLC HELO ($63.40) 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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