Carr Financial Group Corp HELO Holdings History
Carr Financial Group Corp's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-06-30, Carr Financial Group Corp held 257,354.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $16.11 Mil. This investment constitutes 4.75% of their stock portfolio, and Carr Financial Group Corp now holds 0.49% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q2. And since then Carr Financial Group Corp has made 4 purchases of HELO, at an average price of $60.75, for a total of 374,679.00 shares. In addition, there have been 1 sales at an average price of $60.34 for 117,325.00 shares. Based on historical transaction data and HELO's current price of $63.27, Carr Financial Group Corp's estimated gain on his HELO holdings is $598,822.17, reflecting a 2.63% gain to date.
Carr Financial Group Corp HELO ($63.27) Holding Chart
Carr Financial Group Corp 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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