Number of Shares
646,152.00
Current Holdings Value*
$14.57 Mil
% of Portfolio
4.68%
Total Estimate Gain
$22.24 Mil
% of Total Estimate Gain
4.91%

Granite Bay Wealth Management, LLC's John Hancock Preferred Income ETF Holding Summary

As of 2025-06-30, Granite Bay Wealth Management, LLC held 646,152.00 shares of John Hancock Preferred Income ETF(JHPI), totaling $14.57 Mil. This investment constitutes 4.68% of their stock portfolio, and Granite Bay Wealth Management, LLC now holds 17.8% of the outstanding John Hancock Preferred Income ETF(JHPI) stock.

The initial trade took place in 2022Q4. And since then Granite Bay Wealth Management, LLC has made 10 purchases of JHPI, at an average price of $21.09, for a total of 21.46 Mil shares. In addition, there have been 1 sales at an average price of $22.11 for 20.82 Mil shares. Based on historical transaction data and JHPI's current price of $22.66, Granite Bay Wealth Management, LLC's estimated gain on his JHPI holdings is $22.24 Mil, reflecting a 4.91% gain to date.

Granite Bay Wealth Management, LLC JHPI ($22.66) Holding Chart

Granite Bay Wealth Management, LLC JHPI ($22.66) 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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