Tyler-Stone Wealth Management HELO Holdings History
Tyler-Stone Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, Tyler-Stone Wealth Management held 92,109.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $5.50 Mil. This investment constitutes 0.99% of their stock portfolio, and Tyler-Stone Wealth Management now holds 0.19% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q2. And since then Tyler-Stone Wealth Management has made 4 purchases of HELO, at an average price of $60.94, for a total of 92,109.00 shares. Based on historical transaction data and HELO's current price of $63.27, Tyler-Stone Wealth Management's estimated gain on his HELO holdings is $214,229.33, reflecting a 3.82% gain to date.
Tyler-Stone Wealth Management HELO ($63.27) Holding Chart
Tyler-Stone Wealth Management 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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