Number of Shares
147,778.00
Current Holdings Value*
$6.66 Mil
% of Portfolio
4.96%
Total Estimate Gain
$-40,556.46
% of Total Estimate Gain
-0.61%

Seed Wealth Management, Inc.'s Janus Henderson Mortgage-Backed Securities ETF Holding Summary

As of 2025-06-30, Seed Wealth Management, Inc. held 147,778.00 shares of Janus Henderson Mortgage-Backed Securities ETF(JMBS), totaling $6.66 Mil. This investment constitutes 4.96% of their stock portfolio, and Seed Wealth Management, Inc. now holds 0.12% of the outstanding Janus Henderson Mortgage-Backed Securities ETF(JMBS) stock.

The initial trade took place in 2022Q4. And since then Seed Wealth Management, Inc. has made 10 purchases of JMBS, at an average price of $44.78, for a total of 147,778.00 shares. Based on historical transaction data and JMBS's current price of $44.51, Seed Wealth Management, Inc.'s estimated gain on his JMBS holdings is $-40,556.46, reflecting a -0.61% gain to date.

Seed Wealth Management, Inc. JMBS ($44.51) Holding Chart

Seed Wealth Management, Inc. JMBS ($44.51) 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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