Peterson Wealth Advisors, LLC HELO Holdings History
Peterson Wealth Advisors, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-06-30, Peterson Wealth Advisors, LLC held 589,884.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $36.91 Mil. This investment constitutes 6.09% of their stock portfolio, and Peterson Wealth Advisors, LLC now holds 1.12% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q1. And since then Peterson Wealth Advisors, LLC has made 5 purchases of HELO, at an average price of $55.62, for a total of 609,562.00 shares. In addition, there have been 1 sales at an average price of $62.00 for 19,678.00 shares. Based on historical transaction data and HELO's current price of $63.30, Peterson Wealth Advisors, LLC's estimated gain on his HELO holdings is $4.66 Mil, reflecting a 13.73% gain to date.
Peterson Wealth Advisors, LLC HELO ($63.30) Holding Chart
Peterson Wealth Advisors, LLC HELO ($63.30) 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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