Legacy CG, LLC HELO Holdings History
Legacy CG, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, Legacy CG, LLC held 386,114.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $23.04 Mil. This investment constitutes 7.44% of their stock portfolio, and Legacy CG, LLC now holds 0.8% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q3. And since then Legacy CG, LLC has made 3 purchases of HELO, at an average price of $62.16, for a total of 386,114.00 shares. Based on historical transaction data and HELO's current price of $63.27, Legacy CG, LLC's estimated gain on his HELO holdings is $426,663.68, reflecting a 1.78% gain to date.
Legacy CG, LLC HELO ($63.27) Holding Chart
Legacy CG, LLC HELO ($63.27) 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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