Paladin Wealth, LLC JMBS Holdings History

Number of Shares
77,895.00
Current Holdings Value*
$3.51 Mil
% of Portfolio
2.73%
Total Estimate Gain
$-84,025.40
% of Total Estimate Gain
-2.18%

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

As of 2025-06-30, Paladin Wealth, LLC held 77,895.00 shares of Janus Henderson Mortgage-Backed Securities ETF(JMBS), totaling $3.51 Mil. This investment constitutes 2.73% of their stock portfolio, and Paladin Wealth, LLC now holds 0.06% of the outstanding Janus Henderson Mortgage-Backed Securities ETF(JMBS) stock.

The initial trade took place in 2024Q3. And since then Paladin Wealth, LLC has made 1 purchases of JMBS, at an average price of $45.71, for a total of 84,480.00 shares. In addition, there have been 2 sales at an average price of $44.55 for 6,585.00 shares. Based on historical transaction data and JMBS's current price of $44.73, Paladin Wealth, LLC's estimated gain on his JMBS holdings is $-84,025.40, reflecting a -2.18% gain to date.

Paladin Wealth, LLC JMBS ($44.73) Holding Chart

Paladin Wealth, 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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