INSIGHT 2811, INC. HELO Holdings History
INSIGHT 2811, INC.'s JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, INSIGHT 2811, INC. held 15,930.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $950,700.00. This investment constitutes 0.48% of their stock portfolio, and INSIGHT 2811, INC. now holds 0.03% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q4. And since then INSIGHT 2811, INC. has made 2 purchases of HELO, at an average price of $62.15, for a total of 15,930.00 shares. Based on historical transaction data and HELO's current price of $63.28, INSIGHT 2811, INC.'s estimated gain on his HELO holdings is $17,940.90, reflecting a 1.81% gain to date.
INSIGHT 2811, INC. HELO ($63.28) Holding Chart
INSIGHT 2811, INC. HELO ($63.28) 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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