INSPIRION WEALTH ADVISORS, LLC JMBS Holdings History
INSPIRION WEALTH ADVISORS, LLC's Janus Henderson Mortgage-Backed Securities ETF Holding Summary
As of 2025-06-30, INSPIRION WEALTH ADVISORS, LLC held 517,250.00 shares of Janus Henderson Mortgage-Backed Securities ETF(JMBS), totaling $23.30 Mil. This investment constitutes 3.08% of their stock portfolio, and INSPIRION WEALTH ADVISORS, LLC now holds 0.42% of the outstanding Janus Henderson Mortgage-Backed Securities ETF(JMBS) stock.
The initial trade took place in 2021Q3. And since then INSPIRION WEALTH ADVISORS, LLC has made 10 purchases of JMBS, at an average price of $47.09, for a total of 677,136.00 shares. In addition, there have been 6 sales at an average price of $46.92 for 159,886.00 shares. Based on historical transaction data and JMBS's current price of $44.51, INSPIRION WEALTH ADVISORS, LLC's estimated gain on his JMBS holdings is $-1.36 Mil, reflecting a -4.27% gain to date.
INSPIRION WEALTH ADVISORS, LLC JMBS ($44.51) Holding Chart
INSPIRION WEALTH ADVISORS, LLC JMBS ($44.51) 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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