Whalen Wealth Management Inc. JSI Holdings History
Whalen Wealth Management Inc.'s Janus Henderson Securitized Income ETF Holding Summary
As of 2025-03-31, Whalen Wealth Management Inc. held 53,143.00 shares of Janus Henderson Securitized Income ETF(JSI), totaling $2.78 Mil. This investment constitutes 1.86% of their stock portfolio, and Whalen Wealth Management Inc. now holds 0.37% of the outstanding Janus Henderson Securitized Income ETF(JSI) stock.
The initial trade took place in 2025Q1. And since then Whalen Wealth Management Inc. has made 1 purchases of JSI, at an average price of $52.09, for a total of 53,143.00 shares. Based on historical transaction data and JSI's current price of $52.44, Whalen Wealth Management Inc.'s estimated gain on his JSI holdings is $18,706.34, reflecting a 0.68% gain to date.
Whalen Wealth Management Inc. JSI ($52.44) Holding Chart
Whalen Wealth Management Inc. JSI ($52.44) 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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