HTG Investment Advisors, Inc. HELO Holdings History
HTG Investment Advisors, Inc.'s JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, HTG Investment Advisors, Inc. held 221,610.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $13.23 Mil. This investment constitutes 5.52% of their stock portfolio, and HTG Investment Advisors, Inc. now holds 0.45% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q4. And since then HTG Investment Advisors, Inc. has made 2 purchases of HELO, at an average price of $62.02, for a total of 221,610.00 shares. Based on historical transaction data and HELO's current price of $63.30, HTG Investment Advisors, Inc.'s estimated gain on his HELO holdings is $283,589.70, reflecting a 2.06% gain to date.
HTG Investment Advisors, Inc. HELO ($63.30) Holding Chart
HTG Investment Advisors, Inc. HELO ($63.30) 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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