PALO ALTO WEALTH ADVISORS, LLC JHMM Holdings History
PALO ALTO WEALTH ADVISORS, LLC's John Hancock Multifactor Mid Cap ETF Holding Summary
As of 2025-03-31, PALO ALTO WEALTH ADVISORS, LLC held 175,505.00 shares of John Hancock Multifactor Mid Cap ETF(JHMM), totaling $10.52 Mil. This investment constitutes 4.1% of their stock portfolio, and PALO ALTO WEALTH ADVISORS, LLC now holds 0.26% of the outstanding John Hancock Multifactor Mid Cap ETF(JHMM) stock.
The initial trade took place in 2022Q4. And since then PALO ALTO WEALTH ADVISORS, LLC has made 6 purchases of JHMM, at an average price of $49.04, for a total of 197,272.00 shares. In addition, there have been 3 sales at an average price of $54.10 for 21,767.00 shares. Based on historical transaction data and JHMM's current price of $62.25, PALO ALTO WEALTH ADVISORS, LLC's estimated gain on his JHMM holdings is $2.43 Mil, reflecting a 25.11% gain to date.
PALO ALTO WEALTH ADVISORS, LLC JHMM ($62.25) Holding Chart
PALO ALTO WEALTH ADVISORS, LLC JHMM ($62.25) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
