Forvis Mazars Wealth Advisors, LLC HELO Holdings History
Forvis Mazars Wealth Advisors, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, Forvis Mazars Wealth Advisors, LLC held 1.89 Mil shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $113.07 Mil. This investment constitutes 2.71% of their stock portfolio, and Forvis Mazars Wealth Advisors, LLC now holds 3.81% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q2. And since then Forvis Mazars Wealth Advisors, LLC has made 4 purchases of HELO, at an average price of $60.17, for a total of 1.89 Mil shares. Based on historical transaction data and HELO's current price of $62.95, Forvis Mazars Wealth Advisors, LLC's estimated gain on his HELO holdings is $5.27 Mil, reflecting a 4.63% gain to date.
Forvis Mazars Wealth Advisors, LLC HELO ($62.95) Holding Chart
Forvis Mazars Wealth Advisors, LLC HELO ($62.95) 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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