Clearstead Trust, LLC JGRW Holdings History
Number of Shares
18,355.00
Current Holdings Value*
$467,650.00
% of Portfolio
0.1%
Total Estimate Gain
$3,995.88
% of Total Estimate Gain
0.83%
Clearstead Trust, LLC's Jensen Quality Growth ETF Holding Summary
As of 2025-03-31, Clearstead Trust, LLC held 18,355.00 shares of Jensen Quality Growth ETF(JGRW), totaling $467,650.00. This investment constitutes 0.1% of their stock portfolio, and Clearstead Trust, LLC now holds 0.49% of the outstanding Jensen Quality Growth ETF(JGRW) stock.
The initial trade took place in 2025Q1. And since then Clearstead Trust, LLC has made 1 purchases of JGRW, at an average price of $26.13, for a total of 18,355.00 shares. Based on historical transaction data and JGRW's current price of $26.35, Clearstead Trust, LLC's estimated gain on his JGRW holdings is $3,995.88, reflecting a 0.83% gain to date.
Clearstead Trust, LLC JGRW ($26.35) Holding Chart
Clearstead Trust, LLC JGRW ($26.35) 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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