Aprio Wealth Management, LLC JAAA Holdings History
Aprio Wealth Management, LLC's Janus Henderson AAA CLO ETF Holding Summary
As of 2025-03-31, Aprio Wealth Management, LLC held 196,934.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $9.99 Mil. This investment constitutes 1.25% of their stock portfolio, and Aprio Wealth Management, LLC now holds 0.05% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2022Q1. And since then Aprio Wealth Management, LLC has made 4 purchases of JAAA, at an average price of $50.44, for a total of 485,050.00 shares. In addition, there have been 6 sales at an average price of $49.00 for 288,116.00 shares. Based on historical transaction data and JAAA's current price of $50.62, Aprio Wealth Management, LLC's estimated gain on his JAAA holdings is $-379,373.22, reflecting a -1.55% gain to date.
Aprio Wealth Management, LLC JAAA ($50.62) Holding Chart
Aprio Wealth Management, LLC JAAA ($50.62) 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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