MEMBERS WEALTH LLC HELO Holdings History
MEMBERS WEALTH LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, MEMBERS WEALTH LLC held 18,356.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $1.10 Mil. This investment constitutes 0.83% of their stock portfolio, and MEMBERS WEALTH LLC now holds 0.04% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q2. In addition, there have been 1 sales at an average price of $62.00 for 6,606.00 shares. Based on historical transaction data and HELO's current price of $63.41, MEMBERS WEALTH LLC's estimated gain on his HELO holdings is $72,424.86, reflecting a 4.83% gain to date.
MEMBERS WEALTH LLC HELO ($63.41) Holding Chart
MEMBERS WEALTH LLC HELO ($63.41) 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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