Skyline Advisors, Inc. HELO Holdings History
Skyline Advisors, Inc.'s JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-06-30, Skyline Advisors, Inc. held 165,017.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $10.33 Mil. This investment constitutes 3.81% of their stock portfolio, and Skyline Advisors, Inc. now holds 0.31% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q4. And since then Skyline Advisors, Inc. has made 2 purchases of HELO, at an average price of $62.30, for a total of 187,060.00 shares. In addition, there have been 1 sales at an average price of $60.34 for 22,043.00 shares. Based on historical transaction data and HELO's current price of $63.41, Skyline Advisors, Inc.'s estimated gain on his HELO holdings is $140,379.79, reflecting a 1.20% gain to date.
Skyline Advisors, Inc. HELO ($63.41) Holding Chart
Skyline Advisors, Inc. 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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