Mattson Financial Services, LLC HELO Holdings History
Mattson Financial Services, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, Mattson Financial Services, LLC held 42,752.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $2.55 Mil. This investment constitutes 0.77% of their stock portfolio, and Mattson Financial Services, LLC now holds 0.08% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q2. And since then Mattson Financial Services, LLC has made 1 purchases of HELO, at an average price of $59.68, for a total of 89,180.00 shares. In addition, there have been 2 sales at an average price of $61.98 for 46,428.00 shares. Based on historical transaction data and HELO's current price of $62.76, Mattson Financial Services, LLC's estimated gain on his HELO holdings is $238,787.73, reflecting a 4.49% gain to date.
Mattson Financial Services, LLC HELO ($62.76) Holding Chart
Mattson Financial Services, LLC HELO ($62.76) 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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