PRAIRIEVIEW WEALTH PARTNERS, LLC HELO Holdings History
PRAIRIEVIEW WEALTH PARTNERS, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, PRAIRIEVIEW WEALTH PARTNERS, LLC held 115,069.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $6.87 Mil. This investment constitutes 8.39% of their stock portfolio, and PRAIRIEVIEW WEALTH PARTNERS, LLC now holds 0.23% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q3. And since then PRAIRIEVIEW WEALTH PARTNERS, LLC has made 3 purchases of HELO, at an average price of $59.38, for a total of 115,069.00 shares. Based on historical transaction data and HELO's current price of $62.57, PRAIRIEVIEW WEALTH PARTNERS, LLC's estimated gain on his HELO holdings is $366,987.70, reflecting a 5.37% gain to date.
PRAIRIEVIEW WEALTH PARTNERS, LLC HELO ($62.57) Holding Chart
PRAIRIEVIEW WEALTH PARTNERS, LLC HELO ($62.57) 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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