Atlas Wealth LLC JHMM Holdings History

Number of Shares
65,550.00
Current Holdings Value*
$3.76 Mil
% of Portfolio
1.54%
Total Estimate Gain
$841,125.30
% of Total Estimate Gain
14.27%

Atlas Wealth LLC's John Hancock Multifactor Mid Cap ETF Holding Summary

As of 2025-03-31, Atlas Wealth LLC held 65,550.00 shares of John Hancock Multifactor Mid Cap ETF(JHMM), totaling $3.76 Mil. This investment constitutes 1.54% of their stock portfolio, and Atlas Wealth LLC now holds 0.1% of the outstanding John Hancock Multifactor Mid Cap ETF(JHMM) stock.

The initial trade took place in 2022Q4. And since then Atlas Wealth LLC has made 5 purchases of JHMM, at an average price of $52.94, for a total of 111,315.00 shares. In addition, there have been 2 sales at an average price of $57.05 for 45,765.00 shares. Based on historical transaction data and JHMM's current price of $62.90, Atlas Wealth LLC's estimated gain on his JHMM holdings is $841,125.30, reflecting a 14.27% gain to date.

Atlas Wealth LLC JHMM ($62.90) Holding Chart

Atlas Wealth LLC JHMM ($62.90) 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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