Vertex Planning Partners, LLC HELO Holdings History
Vertex Planning Partners, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, Vertex Planning Partners, LLC held 252,234.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $15.05 Mil. This investment constitutes 3.29% of their stock portfolio, and Vertex Planning Partners, LLC now holds 0.51% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.
The initial trade took place in 2024Q4. And since then Vertex Planning Partners, LLC has made 2 purchases of HELO, at an average price of $62.28, for a total of 252,234.00 shares. Based on historical transaction data and HELO's current price of $63.35, Vertex Planning Partners, LLC's estimated gain on his HELO holdings is $269,072.10, reflecting a 1.71% gain to date.
Vertex Planning Partners, LLC HELO ($63.35) Holding Chart
Vertex Planning Partners, LLC HELO ($63.35) 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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