Clearview Wealth Advisors LLC JAAA Holdings History
Number of Shares
117,498.00
Current Holdings Value*
$5.96 Mil
% of Portfolio
4.45%
Total Estimate Gain
$-3,850.84
% of Total Estimate Gain
-0.06%
Clearview Wealth Advisors LLC's Janus Henderson AAA CLO ETF Holding Summary
As of 2025-03-31, Clearview Wealth Advisors LLC held 117,498.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $5.96 Mil. This investment constitutes 4.45% of their stock portfolio, and Clearview Wealth Advisors LLC now holds 0.03% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2024Q4. And since then Clearview Wealth Advisors LLC has made 2 purchases of JAAA, at an average price of $50.78, for a total of 117,498.00 shares. Based on historical transaction data and JAAA's current price of $50.75, Clearview Wealth Advisors LLC's estimated gain on his JAAA holdings is $-3,850.84, reflecting a -0.06% gain to date.
Clearview Wealth Advisors LLC JAAA ($50.75) Holding Chart
Clearview Wealth Advisors LLC JAAA ($50.75) 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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