Amplius Wealth Advisors, LLC JHMM Holdings History
Amplius Wealth Advisors, LLC's John Hancock Multifactor Mid Cap ETF Holding Summary
As of 2025-03-31, Amplius Wealth Advisors, LLC held 616,916.00 shares of John Hancock Multifactor Mid Cap ETF(JHMM), totaling $35.35 Mil. This investment constitutes 3.68% of their stock portfolio, and Amplius Wealth Advisors, LLC now holds 0.91% of the outstanding John Hancock Multifactor Mid Cap ETF(JHMM) stock.
The initial trade took place in 2021Q4. And since then Amplius Wealth Advisors, LLC has made 6 purchases of JHMM, at an average price of $47.61, for a total of 725,655.00 shares. In addition, there have been 4 sales at an average price of $57.04 for 108,739.00 shares. Based on historical transaction data and JHMM's current price of $62.14, Amplius Wealth Advisors, LLC's estimated gain on his JHMM holdings is $9.99 Mil, reflecting a 28.91% gain to date.
Amplius Wealth Advisors, LLC JHMM ($62.14) Holding Chart
Amplius Wealth Advisors, LLC JHMM ($62.14) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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