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Transform Wealth’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Transform Wealth’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-193,445
Closed -$11.8M – 266
2024
Q3 		$11.8M Buy
+193,445
New +$11.8M 0.78% 29