Marshall & Sterling Wealth Advisors Inc. HELO Holdings History
Marshall & Sterling Wealth Advisors Inc.'s JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, Marshall & Sterling Wealth Advisors Inc. held 81,945.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $4.89 Mil. This investment constitutes 3.32% of their stock portfolio, and Marshall & Sterling Wealth Advisors Inc. now holds 0.16% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q4. And since then Marshall & Sterling Wealth Advisors Inc. has made 1 purchases of HELO, at an average price of $62.28, for a total of 81,945.00 shares. Based on historical transaction data and HELO's current price of $63.27, Marshall & Sterling Wealth Advisors Inc.'s estimated gain on his HELO holdings is $80,988.15, reflecting a 1.59% gain to date.
Marshall & Sterling Wealth Advisors Inc. HELO ($63.27) Holding Chart
Marshall & Sterling Wealth Advisors Inc. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
