LADENBURG INCOME & GROWTH FUND HELO Holdings History
LADENBURG INCOME & GROWTH FUND's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, Northern Lights Fund Trust held 84,696.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $5.05 Mil. This investment constitutes 8.99% of their stock portfolio, and Northern Lights Fund Trust now holds 0.16% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q3. And since then LADENBURG INCOME & GROWTH FUND has made 1 purchases of HELO, at an average price of $59.25, for a total of 96,047.00 shares. In addition, there have been 2 sales at an average price of $62.18 for 11,351.00 shares. Based on historical transaction data and HELO's current price of $62.95, LADENBURG INCOME & GROWTH FUND's estimated gain on his HELO holdings is $346,690.15, reflecting a 6.09% gain to date.
LADENBURG INCOME & GROWTH FUND HELO ($62.95) Holding Chart
LADENBURG INCOME & GROWTH FUND HELO ($62.95) 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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