RJT
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Raymond James Trust’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Raymond James Trust’s Portfolio HELO Stock Details HELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$255K Buy
4,178
+89
+2% +$5.44K 0.01% 1122
2024
Q2 		$239K Buy
+4,089
New +$239K 0.01% 1091