Position history for RWA WEALTH PARTNERS, LLC's holdings in J P MORGAN EXCHANGE TRADED F
RWA WEALTH PARTNERS, LLC holds 777,372 shares of HELO (J P MORGAN EXCHANGE TRADED F), worth $51.6M as of 2025-Q4. The position was decreased (-8.3% shares). HELO represents 0.6% of RWA WEALTH PARTNERS, LLC's portfolio.
Current Value
$51.6M
Current Shares
777,372
Total Value Change
-$3M
Total Shares Change
-96,027
Other major holders of HELO: LPL Financial LLC, OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 777,372 |
-8.3% |
| $51.6M |
| 0.6% |
| $66.80 |
0 |
| 2025-Q3 | Decreased | 848,042 | -2.9% | $55.1M | 0.6% | $64.85 | 0 |
| 2025-Q2 | New | 873,399 | - | $54.7M | 0.7% | $62.30 | 57 |