Worth Financial Advisory Group, LLC JSMD Holdings History
Worth Financial Advisory Group, LLC's Janus Henderson Small/Mid Cap Growth Alpha ETF Holding Summary
As of 2025-06-30, Worth Financial Advisory Group, LLC held 58,644.00 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF(JSMD), totaling $4.55 Mil. This investment constitutes 2.8% of their stock portfolio, and Worth Financial Advisory Group, LLC now holds 0.83% of the outstanding Janus Henderson Small/Mid Cap Growth Alpha ETF(JSMD) stock.
The initial trade took place in 2023Q1. And since then Worth Financial Advisory Group, LLC has made 9 purchases of JSMD, at an average price of $58.83, for a total of 59,139.00 shares. In addition, there have been 1 sales at an average price of $57.52 for 495.00 shares. Based on historical transaction data and JSMD's current price of $78.49, Worth Financial Advisory Group, LLC's estimated gain on his JSMD holdings is $1.15 Mil, reflecting a 33.12% gain to date.
Worth Financial Advisory Group, LLC JSMD ($78.49) Holding Chart
Worth Financial Advisory Group, LLC JSMD ($78.49) 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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