Grant Private Wealth Management Inc HELO Holdings History
Grant Private Wealth Management Inc's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, Grant Private Wealth Management Inc held 37,149.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $2.22 Mil. This investment constitutes 2.39% of their stock portfolio, and Grant Private Wealth Management Inc now holds 0.08% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q4. And since then Grant Private Wealth Management Inc has made 1 purchases of HELO, at an average price of $62.20, for a total of 37,149.00 shares. Based on historical transaction data and HELO's current price of $62.75, Grant Private Wealth Management Inc's estimated gain on his HELO holdings is $20,495.82, reflecting a 0.89% gain to date.
Grant Private Wealth Management Inc HELO ($62.75) Holding Chart
Grant Private Wealth Management Inc HELO ($62.75) 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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