Grant Private Wealth Management Inc HELO Holdings History
Grant Private Wealth Management Inc's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-06-30, Grant Private Wealth Management Inc held - shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling N/A. This investment constitutes 0% of their stock portfolio, and Grant Private Wealth Management Inc now holds 0% 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. In addition, there have been 1 sales at an average price of $60.34 for 37,149.00 shares. Based on historical transaction data and HELO's current price of $63.40, Grant Private Wealth Management Inc's estimated gain on his HELO holdings is $-69,051.84, reflecting a -2.99% gain to date.
Grant Private Wealth Management Inc HELO ($63.40) Holding Chart
Grant Private Wealth Management Inc 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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