Hughes Financial Services, LLC HELO Holdings History
Hughes Financial Services, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, Hughes Financial Services, LLC held 109,107.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $6.52 Mil. This investment constitutes 1.28% of their stock portfolio, and Hughes Financial Services, LLC now holds 0.22% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q4. And since then Hughes Financial Services, LLC has made 1 purchases of HELO, at an average price of $62.16, for a total of 109,107.00 shares. Based on historical transaction data and HELO's current price of $63.06, Hughes Financial Services, LLC's estimated gain on his HELO holdings is $98,410.90, reflecting a 1.45% gain to date.
Hughes Financial Services, LLC HELO ($63.06) Holding Chart
Hughes Financial Services, LLC HELO ($63.06) 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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