SAGESPRING WEALTH PARTNERS, LLC HELO Holdings History
SAGESPRING WEALTH PARTNERS, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, SAGESPRING WEALTH PARTNERS, LLC held 5,189.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $309,690.00. This investment constitutes 0.01% of their stock portfolio, and SAGESPRING WEALTH PARTNERS, LLC now holds 0.01% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $62.00 for 945,951.00 shares. Based on historical transaction data and HELO's current price of $63.40, SAGESPRING WEALTH PARTNERS, LLC's estimated gain on his HELO holdings is $-278,077.40, reflecting a -0.47% gain to date.
SAGESPRING WEALTH PARTNERS, LLC HELO ($63.40) Holding Chart
SAGESPRING 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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