Number of Shares
7,576.00
Current Holdings Value*
$530,240.00
% of Portfolio
0.39%
Total Estimate Gain
$31,819.20
% of Total Estimate Gain
5.65%

Pacific Wealth Strategies Group, Inc.'s Janus Henderson Small/Mid Cap Growth Alpha ETF Holding Summary

As of 2025-03-31, Pacific Wealth Strategies Group, Inc. held 7,576.00 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF(JSMD), totaling $530,240.00. This investment constitutes 0.39% of their stock portfolio, and Pacific Wealth Strategies Group, Inc. now holds 0.12% of the outstanding Janus Henderson Small/Mid Cap Growth Alpha ETF(JSMD) stock.

The initial trade took place in 2025Q1. And since then Pacific Wealth Strategies Group, Inc. has made 1 purchases of JSMD, at an average price of $74.29, for a total of 7,576.00 shares. Based on historical transaction data and JSMD's current price of $78.49, Pacific Wealth Strategies Group, Inc.'s estimated gain on his JSMD holdings is $31,819.20, reflecting a 5.65% gain to date.

Pacific Wealth Strategies Group, Inc. JSMD ($78.49) Holding Chart

Pacific Wealth Strategies Group, Inc. JSMD ($78.49) 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