Sincerus Advisory, LLC HELO Holdings History
Sincerus Advisory, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, Sincerus Advisory, LLC held 33,377.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $1.99 Mil. This investment constitutes 2.1% of their stock portfolio, and Sincerus Advisory, LLC now holds 0.07% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q4. And since then Sincerus Advisory, LLC has made 1 purchases of HELO, at an average price of $62.26, for a total of 33,377.00 shares. Based on historical transaction data and HELO's current price of $63.21, Sincerus Advisory, LLC's estimated gain on his HELO holdings is $31,663.07, reflecting a 1.52% gain to date.
Sincerus Advisory, LLC HELO ($63.21) Holding Chart
Sincerus Advisory, LLC HELO ($63.21) 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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