Back to RWA WEALTH PARTNERS, LLCHELO
HELO4 quarters
Position history for RWA WEALTH PARTNERS, LLC's holdings in J P MORGAN EXCHANGE TRADED F
RWA WEALTH PARTNERS, LLC holds 708,571 shares of HELO (J P MORGAN EXCHANGE TRADED F), worth $45.3M as of 2026-Q1. The position was decreased (-8.8% shares). HELO represents 0.5% of RWA WEALTH PARTNERS, LLC's portfolio.
Current Value
$45.3M
Current Shares
708,571
Total Value Change
-$9.4M
Total Shares Change
-164,828
Quarter-by-Quarter History
Other major holders of HELO: LPL Financial LLC, OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC