Number of Shares
29,759.00
Current Holdings Value*
$1.86 Mil
% of Portfolio
1.11%
Total Estimate Gain
$6,716.73
% of Total Estimate Gain
0.21%

SECURED RETIREMENT ADVISORS, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary

As of 2025-06-30, SECURED RETIREMENT ADVISORS, LLC held 29,759.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $1.86 Mil. This investment constitutes 1.11% of their stock portfolio, and SECURED RETIREMENT ADVISORS, LLC now holds 0.06% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.

The initial trade took place in 2025Q1. And since then SECURED RETIREMENT ADVISORS, LLC has made 1 purchases of HELO, at an average price of $62.00, for a total of 50,990.00 shares. In addition, there have been 1 sales at an average price of $60.34 for 21,231.00 shares. Based on historical transaction data and HELO's current price of $63.41, SECURED RETIREMENT ADVISORS, LLC's estimated gain on his HELO holdings is $6,716.73, reflecting a 0.21% gain to date.

SECURED RETIREMENT ADVISORS, LLC HELO ($63.41) Holding Chart

SECURED RETIREMENT ADVISORS, LLC HELO ($63.41) 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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