Unique Wealth Strategies, LLC JMBS Holdings History
Unique Wealth Strategies, LLC's Janus Henderson Mortgage-Backed Securities ETF Holding Summary
As of 2024-06-30, Unique Wealth Strategies, LLC held 94,295.00 shares of Janus Henderson Mortgage-Backed Securities ETF(JMBS), totaling $4.25 Mil. This investment constitutes 1.99% of their stock portfolio, and Unique Wealth Strategies, LLC now holds -% of the outstanding Janus Henderson Mortgage-Backed Securities ETF(JMBS) stock.
The initial trade took place in 2024Q1. And since then Unique Wealth Strategies, LLC has made 1 purchases of JMBS, at an average price of $45.17, for a total of 94,295.00 shares. Based on historical transaction data and JMBS's current price of $44.51, Unique Wealth Strategies, LLC's estimated gain on his JMBS holdings is $-62,234.70, reflecting a -1.46% gain to date.
Unique Wealth Strategies, LLC JMBS ($44.51) Holding Chart
Unique Wealth Strategies, LLC 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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