SK Wealth Management, LLC HELO Holdings History
SK Wealth Management, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-06-30, SK Wealth Management, LLC held 239,643.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $15.09 Mil. This investment constitutes 6.54% of their stock portfolio, and SK Wealth Management, LLC now holds 0.46% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q3. And since then SK Wealth Management, LLC has made 1 purchases of HELO, at an average price of $59.37, for a total of 277,694.00 shares. In addition, there have been 2 sales at an average price of $61.58 for 38,051.00 shares. Based on historical transaction data and HELO's current price of $62.94, SK Wealth Management, LLC's estimated gain on his HELO holdings is $940,521.32, reflecting a 5.71% gain to date.
SK Wealth Management, LLC HELO ($62.94) Holding Chart
SK Wealth Management, LLC HELO ($62.94) 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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