Fortis Advisors, LLC HELO Holdings History
Fortis Advisors, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, Fortis Advisors, LLC held 4,101.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $244,760.00. This investment constitutes 0.16% of their stock portfolio, and Fortis Advisors, LLC now holds 0.01% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2025Q1. And since then Fortis Advisors, LLC has made 1 purchases of HELO, at an average price of $62.00, for a total of 4,101.00 shares. Based on historical transaction data and HELO's current price of $62.97, Fortis Advisors, LLC's estimated gain on his HELO holdings is $3,977.97, reflecting a 1.56% gain to date.
Fortis Advisors, LLC HELO ($62.97) Holding Chart
Fortis Advisors, LLC HELO ($62.97) 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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