Paladin Advisory Group, LLC HELO Holdings History
Paladin Advisory Group, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, Paladin Advisory Group, LLC held 33,788.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $2.02 Mil. This investment constitutes 1.61% of their stock portfolio, and Paladin Advisory Group, LLC now holds 0.07% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q2. And since then Paladin Advisory Group, LLC has made 4 purchases of HELO, at an average price of $61.49, for a total of 33,788.00 shares. Based on historical transaction data and HELO's current price of $63.27, Paladin Advisory Group, LLC's estimated gain on his HELO holdings is $60,236.94, reflecting a 2.90% gain to date.
Paladin Advisory Group, LLC HELO ($63.27) Holding Chart
Paladin Advisory Group, LLC 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
