HTG Investment Advisors, Inc. HELO Holdings History
HTG Investment Advisors, Inc.'s JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-06-30, HTG Investment Advisors, Inc. held 242,683.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $15.19 Mil. This investment constitutes 5.65% of their stock portfolio, and HTG Investment Advisors, Inc. now holds 0.47% 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 3 purchases of HELO, at an average price of $61.87, for a total of 242,683.00 shares. Based on historical transaction data and HELO's current price of $63.40, HTG Investment Advisors, Inc.'s estimated gain on his HELO holdings is $370,234.08, reflecting a 2.47% gain to date.
HTG Investment Advisors, Inc. HELO ($63.40) Holding Chart
HTG Investment Advisors, 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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