Number of Shares
95,885.00
Current Holdings Value*
$5.05 Mil
% of Portfolio
2.4%
Total Estimate Gain
$39,098.17
% of Total Estimate Gain
0.78%

StoneCrest Wealth Management, Inc.'s Janus Henderson Securitized Income ETF Holding Summary

As of 2025-06-30, StoneCrest Wealth Management, Inc. held 95,885.00 shares of Janus Henderson Securitized Income ETF(JSI), totaling $5.05 Mil. This investment constitutes 2.4% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 0.56% of the outstanding Janus Henderson Securitized Income ETF(JSI) stock.

The initial trade took place in 2025Q1. And since then StoneCrest Wealth Management, Inc. has made 2 purchases of JSI, at an average price of $52.05, for a total of 95,885.00 shares. Based on historical transaction data and JSI's current price of $52.46, StoneCrest Wealth Management, Inc.'s estimated gain on his JSI holdings is $39,098.17, reflecting a 0.78% gain to date.

StoneCrest Wealth Management, Inc. JSI ($52.46) Holding Chart

StoneCrest Wealth Management, Inc. JSI ($52.46) 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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