SECURED RETIREMENT ADVISORS, LLC HELO Holdings History
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 $63.40, SECURED RETIREMENT ADVISORS, LLC's estimated gain on his HELO holdings is $6,419.14, reflecting a 0.20% gain to date.
SECURED RETIREMENT ADVISORS, LLC HELO ($63.40) Holding Chart
SECURED RETIREMENT ADVISORS, 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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