Number of Shares
101,438.00
Current Holdings Value*
$5.14 Mil
% of Portfolio
1.77%
Total Estimate Gain
$-7,100.66
% of Total Estimate Gain
-0.14%

BROWN WEALTH MANAGEMENT, LLC's Janus Henderson AAA CLO ETF Holding Summary

As of 2025-03-31, BROWN WEALTH MANAGEMENT, LLC held 101,438.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $5.14 Mil. This investment constitutes 1.77% of their stock portfolio, and BROWN WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.

The initial trade took place in 2025Q1. And since then BROWN WEALTH MANAGEMENT, LLC has made 1 purchases of JAAA, at an average price of $50.78, for a total of 101,438.00 shares. Based on historical transaction data and JAAA's current price of $50.71, BROWN WEALTH MANAGEMENT, LLC's estimated gain on his JAAA holdings is $-7,100.66, reflecting a -0.14% gain to date.

BROWN WEALTH MANAGEMENT, LLC JAAA ($50.71) Holding Chart

BROWN WEALTH MANAGEMENT, LLC JAAA ($50.71) 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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