Investment Planning Advisors, Inc. HELO Holdings History
Investment Planning Advisors, Inc.'s JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-06-30, Investment Planning Advisors, Inc. held 203,442.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $12.73 Mil. This investment constitutes 4.5% of their stock portfolio, and Investment Planning Advisors, Inc. now holds 0.39% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2025Q2. And since then Investment Planning Advisors, Inc. has made 1 purchases of HELO, at an average price of $60.34, for a total of 203,442.00 shares. Based on historical transaction data and HELO's current price of $63.40, Investment Planning Advisors, Inc.'s estimated gain on his HELO holdings is $622,532.52, reflecting a 5.07% gain to date.
Investment Planning Advisors, Inc. HELO ($63.40) Holding Chart
Investment Planning 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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