ORRSTOWN FINANCIAL SERVICES INC HELO Holdings History
ORRSTOWN FINANCIAL SERVICES INC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-06-30, ORRSTOWN FINANCIAL SERVICES INC held 112,858.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $7.06 Mil. This investment constitutes 1.49% of their stock portfolio, and ORRSTOWN FINANCIAL SERVICES INC now holds 0.21% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q1. And since then ORRSTOWN FINANCIAL SERVICES INC has made 5 purchases of HELO, at an average price of $56.14, for a total of 116,298.00 shares. In addition, there have been 1 sales at an average price of $59.25 for 3,440.00 shares. Based on historical transaction data and HELO's current price of $63.05, ORRSTOWN FINANCIAL SERVICES INC's estimated gain on his HELO holdings is $790,182.55, reflecting a 12.10% gain to date.
ORRSTOWN FINANCIAL SERVICES INC HELO ($63.05) Holding Chart
ORRSTOWN FINANCIAL SERVICES INC HELO ($63.05) 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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