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ícone de HELO

JPMorgan Hedged Equity Laddered Overlay ETF
HELO

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
EL
276
EWA LLC
Pennsylvania
US$ 421 mil -US$ 33,1 mil -493 -7%
AE Wealth Management
277
AE Wealth Management
Kansas
US$ 413 mil -US$ 111 mil -1.646 -21%
SDWIA
278
Schwarz Dygos Wheeler Investment Advisors
Minnesota
US$ 412 mil +US$ 74,9 mil +1.115 +22%
CL
279
CPWA LLC
Oregon
US$ 401 mil +US$ 672 +10 +0,2%
LAM
280
Lewis Asset Management
California
US$ 399 mil +US$ 5,84 mil +87 +1%
WKWM
281
Walter & Keenan Wealth Management
Indiana
US$ 380 mil – – –
EP
282
E6 Portfolios
Utah
US$ 377 mil +US$ 375 mil +5.579 Nova
AWA
283
Adapt Wealth Advisors
Georgia
US$ 372 mil – – –
Gallagher Fiduciary Advisors
284
Gallagher Fiduciary Advisors
Illinois
US$ 360 mil -US$ 353 mil -5.260 -50%
Cerity Partners
285
Cerity Partners
New York
US$ 358 mil -US$ 94,8 mil -1.411 -21%
RFA
286
Resurgent Financial Advisors
Georgia
US$ 358 mil +US$ 29,1 mil +433 +9%
ESB
287
Essex Savings Bank
Connecticut
US$ 354 mil – – –
SeaCrest Wealth Management
288
SeaCrest Wealth Management
New York
US$ 332 mil +US$ 107 mil +1.596 +48%
LC
289
Legacy CG
Texas
US$ 332 mil – – –
IPA
290
Investment Planning Advisors
Georgia
US$ 331 mil +US$ 54,1 mil +806 +20%
Triad Wealth Partners
291
Triad Wealth Partners
Kansas
US$ 325 mil -US$ 18,5 mi -276.064 -98%
Essex Financial Services
292
Essex Financial Services
Connecticut
US$ 317 mil +US$ 67,6 mil +1.007 +27%
Accurate Wealth Management
293
Accurate Wealth Management
Florida
US$ 313 mil +US$ 308 mil +4.582 Nova
Perennial Investment Advisors
294
Perennial Investment Advisors
California
US$ 311 mil +US$ 72,2 mil +1.075 +30%
Redhawk Wealth Advisors
295
Redhawk Wealth Advisors
Minnesota
US$ 306 mil +US$ 201 +3 +0,1%
Confluence Wealth Services
296
Confluence Wealth Services
Pennsylvania
US$ 306 mil +US$ 40,1 mil +597 +15%
BDFN
297
Bond & Devick Financial Network
Minnesota
US$ 300 mil +US$ 298 mil +4.441 Nova
Keystone Financial Group (Kentucky)
298
Keystone Financial Group (Kentucky)
Kentucky
US$ 295 mil -US$ 59,1 mil -880 -17%
GPW
299
Genesis Private Wealth
Virginia
US$ 294 mil +US$ 806 +12 +0,3%
Betterment LLC
300
Betterment LLC
New York
US$ 294 mil +US$ 50,5 mil +752 +21%
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