Number of Shares
68,257.00
Current Holdings Value*
$3.57 Mil
% of Portfolio
1.16%
Total Estimate Gain
$36,176.21
% of Total Estimate Gain
1.02%

One Charles Private Wealth Services, LLC's Janus Henderson Securitized Income ETF Holding Summary

As of 2025-03-31, One Charles Private Wealth Services, LLC held 68,257.00 shares of Janus Henderson Securitized Income ETF(JSI), totaling $3.57 Mil. This investment constitutes 1.16% of their stock portfolio, and One Charles Private Wealth Services, LLC now holds 0.52% of the outstanding Janus Henderson Securitized Income ETF(JSI) stock.

The initial trade took place in 2025Q1. And since then One Charles Private Wealth Services, LLC has made 1 purchases of JSI, at an average price of $52.09, for a total of 68,257.00 shares. Based on historical transaction data and JSI's current price of $52.62, One Charles Private Wealth Services, LLC's estimated gain on his JSI holdings is $36,176.21, reflecting a 1.02% gain to date.

One Charles Private Wealth Services, LLC JSI ($52.62) Holding Chart

One Charles Private Wealth Services, LLC JSI ($52.62) 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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