Number of Shares
26,499.00
Current Holdings Value*
$1.20 Mil
% of Portfolio
1.24%
Total Estimate Gain
$3,179.88
% of Total Estimate Gain
0.27%

Lionshead Wealth Management, LLC's Janus Henderson Mortgage-Backed Securities ETF Holding Summary

As of 2025-03-31, Lionshead Wealth Management, LLC held 26,499.00 shares of Janus Henderson Mortgage-Backed Securities ETF(JMBS), totaling $1.20 Mil. This investment constitutes 1.24% of their stock portfolio, and Lionshead Wealth Management, LLC now holds 0.02% of the outstanding Janus Henderson Mortgage-Backed Securities ETF(JMBS) stock.

The initial trade took place in 2025Q1. And since then Lionshead Wealth Management, LLC has made 1 purchases of JMBS, at an average price of $44.61, for a total of 26,499.00 shares. Based on historical transaction data and JMBS's current price of $44.73, Lionshead Wealth Management, LLC's estimated gain on his JMBS holdings is $3,179.88, reflecting a 0.27% gain to date.

Lionshead Wealth Management, LLC JMBS ($44.73) Holding Chart

Lionshead Wealth Management, LLC JMBS ($44.73) 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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