Stephens Consulting, LLC HELO Holdings History
Stephens Consulting, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, Stephens Consulting, LLC held 4,386.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $261,750.00. This investment constitutes 0.07% of their stock portfolio, and Stephens Consulting, LLC now holds 0.01% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q2. And since then Stephens Consulting, LLC has made 3 purchases of HELO, at an average price of $59.53, for a total of 85,271.00 shares. In addition, there have been 1 sales at an average price of $62.00 for 80,885.00 shares. Based on historical transaction data and HELO's current price of $63.27, Stephens Consulting, LLC's estimated gain on his HELO holdings is $216,217.14, reflecting a 4.26% gain to date.
Stephens Consulting, LLC HELO ($63.27) Holding Chart
Stephens Consulting, LLC HELO ($63.27) 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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