Leo Wealth, LLC HELO Holdings History
Leo Wealth, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, Leo Wealth, LLC held - shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling N/A. This investment constitutes 0% of their stock portfolio, and Leo Wealth, LLC now holds 0% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q2. And since then Leo Wealth, LLC has made 3 purchases of HELO, at an average price of $58.36, for a total of 252,620.00 shares. In addition, there have been 1 sales at an average price of $62.00 for 252,620.00 shares. Based on historical transaction data and HELO's current price of $63.02, Leo Wealth, LLC's estimated gain on his HELO holdings is $919,404.48, reflecting a 6.24% gain to date.
Leo Wealth, LLC HELO ($63.02) Holding Chart
Leo Wealth, LLC HELO ($63.02) 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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