Sugarloaf Wealth Management, LLC HELO Holdings History
Sugarloaf Wealth Management, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2024-12-31, Sugarloaf Wealth Management, LLC held 208,650.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $12.94 Mil. This investment constitutes 2.45% of their stock portfolio, and Sugarloaf Wealth Management, LLC now holds 0.57% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q1. And since then Sugarloaf Wealth Management, LLC has made 4 purchases of HELO, at an average price of $55.50, for a total of 208,650.00 shares. Based on historical transaction data and HELO's current price of $63.27, Sugarloaf Wealth Management, LLC's estimated gain on his HELO holdings is $1.62 Mil, reflecting a 13.99% gain to date.
Sugarloaf Wealth Management, LLC HELO ($63.27) Holding Chart
Sugarloaf Wealth Management, 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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