USAdvisors Wealth Management, LLC HELO Holdings History
USAdvisors Wealth Management, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-06-30, USAdvisors Wealth Management, LLC held 143,068.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $8.95 Mil. This investment constitutes 3.33% of their stock portfolio, and USAdvisors Wealth Management, LLC now holds 0.28% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q4. And since then USAdvisors Wealth Management, LLC has made 3 purchases of HELO, at an average price of $61.88, for a total of 143,068.00 shares. Based on historical transaction data and HELO's current price of $63.40, USAdvisors Wealth Management, LLC's estimated gain on his HELO holdings is $218,014.04, reflecting a 2.46% gain to date.
USAdvisors Wealth Management, LLC HELO ($63.40) Holding Chart
USAdvisors Wealth Management, LLC HELO ($63.40) 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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