Jeffrey J. Jonas Jr., CFA, Jr.
Net Worth
Last updated:
What is Jeffrey J. Jonas Jr., CFA, Jr. net worth?
The estimated net worth of Mr. Jeffrey J. Jonas Jr., CFA, Jr. is at least $234,000 as of 18 Jan 2023. He owns shares worth $234,000 as insider in The Gabelli Healthcare & Wellness Trust.
What stocks does Jeffrey J. Jonas Jr., CFA, Jr. currently own?
As insider, Mr. Jeffrey J. Jonas Jr., CFA, Jr. owns shares in one company:
| Company | Title | Shares | Price per share | Total value |
|---|---|---|---|---|
| The Gabelli Healthcare & Wellness Trust (GRX) | Portfolio Mang. | 25,000 | $9.36 | $234,000 |
What does The Gabelli Healthcare & Wellness Trust do?
The Gabelli Healthcare and Wellness Trust is a closed-ended equity mutual fund launched by GAMCO Investors, Inc. The fund is managed by Gabelli Funds, LLC. It invests in the public equity markets across the globe. The fund seeks to invest in stocks of companies primarily operating in the healthcare and wellness sector. It invests in stocks of companies across all market capitalizations. The fund benchmarks the performance of its portfolio against the S&P 500 Index, S&P 500 Consumer Staples Index, and S&P 500 Health Care Index. The Gabelli Healthcare & Wellness Trust was formed on February 20, 2007 and is domiciled in the United States.
Jeffrey J. Jonas Jr., CFA, Jr. insider trading
The Gabelli Healthcare & Wellness Trust
The Gabelli Healthcare & Wellness Trust key executives
The Gabelli Healthcare & Wellness Trust executives and other stock owners filed with the SEC:
- Mr. Adam E. Tokar Vice President
- Mr. Bruce N. Alpert CPA, CPA Executive Vice President & Chief Operating Officer
- Mr. Jeffrey J. Jonas Jr., CFA, Jr. Portfolio Mang.
- Mr. Kevin V. Dreyer Portfolio Mang.
- Mr. Mario Joseph Gabelli C.F.A., CFA Portfolio Mang.
- Mr. Wayne Christopher Pinsent C.F.A., CFA (39) Assistant Vice President and Ombudsman
- Ms. Agnes Nora Mullady Pres & Chief Operating Officer of the Open-End Fund Division & Vice President