Number of Shares
30,252.00
Current Holdings Value*
$1.53 Mil
% of Portfolio
1.67%
Total Estimate Gain
$-4,120.83
% of Total Estimate Gain
-0.27%

4WEALTH ADVISORS, INC.'s Janus Henderson AAA CLO ETF Holding Summary

As of 2025-03-31, 4WEALTH ADVISORS, INC. held 30,252.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $1.53 Mil. This investment constitutes 1.67% of their stock portfolio, and 4WEALTH ADVISORS, INC. now holds 0.01% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.

The initial trade took place in 2024Q4. And since then 4WEALTH ADVISORS, INC. has made 1 purchases of JAAA, at an average price of $50.79, for a total of 30,252.00 shares. Based on historical transaction data and JAAA's current price of $50.65, 4WEALTH ADVISORS, INC.'s estimated gain on his JAAA holdings is $-4,120.83, reflecting a -0.27% gain to date.

4WEALTH ADVISORS, INC. JAAA ($50.65) Holding Chart

4WEALTH ADVISORS, INC. JAAA ($50.65) 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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