Bridgewealth Advisory Group, LLC JAAA Holdings History
Bridgewealth Advisory Group, LLC's Janus Henderson AAA CLO ETF Holding Summary
As of 2025-03-31, Bridgewealth Advisory Group, LLC held 201,552.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $10.22 Mil. This investment constitutes 13.43% of their stock portfolio, and Bridgewealth Advisory Group, LLC now holds 0.05% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2023Q4. And since then Bridgewealth Advisory Group, LLC has made 5 purchases of JAAA, at an average price of $50.75, for a total of 535,040.00 shares. In addition, there have been 1 sales at an average price of $50.78 for 333,488.00 shares. Based on historical transaction data and JAAA's current price of $50.65, Bridgewealth Advisory Group, LLC's estimated gain on his JAAA holdings is $-8,818.61, reflecting a -0.03% gain to date.
Bridgewealth Advisory Group, LLC JAAA ($50.65) Holding Chart
Bridgewealth Advisory Group, LLC 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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