Number of Shares
54,531.00
Current Holdings Value*
$2.77 Mil
% of Portfolio
1.36%
Total Estimate Gain
$-2,670.91
% of Total Estimate Gain
-0.06%

BlueChip Wealth Advisors LLC's Janus Henderson AAA CLO ETF Holding Summary

As of 2025-03-31, BlueChip Wealth Advisors LLC held 54,531.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $2.77 Mil. This investment constitutes 1.36% of their stock portfolio, and BlueChip Wealth Advisors LLC now holds 0.01% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.

The initial trade took place in 2024Q2. And since then BlueChip Wealth Advisors LLC has made 3 purchases of JAAA, at an average price of $50.73, for a total of 82,240.00 shares. In addition, there have been 1 sales at an average price of $50.78 for 27,709.00 shares. Based on historical transaction data and JAAA's current price of $50.66, BlueChip Wealth Advisors LLC's estimated gain on his JAAA holdings is $-2,670.91, reflecting a -0.06% gain to date.

BlueChip Wealth Advisors LLC JAAA ($50.66) Holding Chart

BlueChip Wealth Advisors LLC JAAA ($50.66) 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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