YARGER WEALTH STRATEGIES, LLC HELO Holdings History
YARGER WEALTH STRATEGIES, LLC's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary
As of 2025-03-31, YARGER WEALTH STRATEGIES, LLC held 6,547.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $390,750.00. This investment constitutes 0.23% of their stock portfolio, and YARGER WEALTH STRATEGIES, 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 YARGER WEALTH STRATEGIES, LLC has made 2 purchases of HELO, at an average price of $58.69, for a total of 16,974.00 shares. In addition, there have been 2 sales at an average price of $61.10 for 10,427.00 shares. Based on historical transaction data and HELO's current price of $63.28, YARGER WEALTH STRATEGIES, LLC's estimated gain on his HELO holdings is $55,189.54, reflecting a 5.54% gain to date.
YARGER WEALTH STRATEGIES, LLC HELO ($63.28) Holding Chart
YARGER WEALTH STRATEGIES, LLC HELO ($63.28) 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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