One Charles Private Wealth Services, LLC JSI Holdings History
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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