Number of Shares
488,658.00
Current Holdings Value*
$28.00 Mil
% of Portfolio
6.26%
Total Estimate Gain
$1.92 Mil
% of Total Estimate Gain
5.12%

Garrett Wealth Advisory Group, LLC's John Hancock Multifactor Mid Cap ETF Holding Summary

As of 2025-03-31, Garrett Wealth Advisory Group, LLC held 488,658.00 shares of John Hancock Multifactor Mid Cap ETF(JHMM), totaling $28.00 Mil. This investment constitutes 6.26% of their stock portfolio, and Garrett Wealth Advisory Group, LLC now holds 0.72% of the outstanding John Hancock Multifactor Mid Cap ETF(JHMM) stock.

The initial trade took place in 2021Q3. And since then Garrett Wealth Advisory Group, LLC has made 11 purchases of JHMM, at an average price of $55.11, for a total of 678,729.00 shares. In addition, there have been 4 sales at an average price of $48.74 for 190,071.00 shares. Based on historical transaction data and JHMM's current price of $61.51, Garrett Wealth Advisory Group, LLC's estimated gain on his JHMM holdings is $1.92 Mil, reflecting a 5.12% gain to date.

Garrett Wealth Advisory Group, LLC JHMM ($61.51) Holding Chart

Garrett Wealth Advisory Group, LLC JHMM ($61.51) 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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