Symphony Financial Services, Inc. JMBS Holdings History
Symphony Financial Services, Inc.'s Janus Henderson Mortgage-Backed Securities ETF Holding Summary
As of 2025-03-31, Symphony Financial Services, Inc. held 168,786.00 shares of Janus Henderson Mortgage-Backed Securities ETF(JMBS), totaling $7.63 Mil. This investment constitutes 4.98% of their stock portfolio, and Symphony Financial Services, Inc. now holds 0.14% of the outstanding Janus Henderson Mortgage-Backed Securities ETF(JMBS) stock.
The initial trade took place in 2024Q2. And since then Symphony Financial Services, Inc. has made 1 purchases of JMBS, at an average price of $44.62, for a total of 280,703.00 shares. In addition, there have been 2 sales at an average price of $44.77 for 111,917.00 shares. Based on historical transaction data and JMBS's current price of $44.35, Symphony Financial Services, Inc.'s estimated gain on his JMBS holdings is $-29,162.51, reflecting a -0.23% gain to date.
Symphony Financial Services, Inc. JMBS ($44.35) Holding Chart
Symphony Financial Services, Inc. JMBS ($44.35) 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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