Legacy Financial Group LLC HELO Holdings History
Legacy Financial Group LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-06-30, Legacy Financial Group LLC held 976,253.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $61.09 Mil. This investment constitutes 8.53% of their stock portfolio, and Legacy Financial Group LLC now holds 1.87% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q1. And since then Legacy Financial Group LLC has made 6 purchases of HELO, at an average price of $61.68, for a total of 976,253.00 shares. Based on historical transaction data and HELO's current price of $63.28, Legacy Financial Group LLC's estimated gain on his HELO holdings is $1.57 Mil, reflecting a 2.60% gain to date.
Legacy Financial Group LLC HELO ($63.28) Holding Chart
Legacy Financial Group LLC 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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