OAK HARBOR WEALTH PARTNERS, LLC HELO Holdings History
OAK HARBOR WEALTH PARTNERS, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, OAK HARBOR WEALTH PARTNERS, LLC held 62,835.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $3.75 Mil. This investment constitutes 1.07% of their stock portfolio, and OAK HARBOR WEALTH PARTNERS, LLC now holds 0.13% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q2. And since then OAK HARBOR WEALTH PARTNERS, LLC has made 4 purchases of HELO, at an average price of $60.40, for a total of 62,835.00 shares. Based on historical transaction data and HELO's current price of $63.40, OAK HARBOR WEALTH PARTNERS, LLC's estimated gain on his HELO holdings is $188,461.97, reflecting a 4.97% gain to date.
OAK HARBOR WEALTH PARTNERS, LLC HELO ($63.40) Holding Chart
OAK HARBOR WEALTH PARTNERS, LLC HELO ($63.40) 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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