Core Wealth Partners LLC JAAA Holdings History
Core Wealth Partners LLC's Janus Henderson AAA CLO ETF Holding Summary
As of 2025-03-31, Core Wealth Partners LLC held 66,389.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $3.37 Mil. This investment constitutes 1.96% of their stock portfolio, and Core Wealth Partners LLC now holds 0.02% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2024Q3. And since then Core Wealth Partners LLC has made 3 purchases of JAAA, at an average price of $50.77, for a total of 66,389.00 shares. Based on historical transaction data and JAAA's current price of $50.71, Core Wealth Partners LLC's estimated gain on his JAAA holdings is $-4,237.07, reflecting a -0.13% gain to date.
Core Wealth Partners LLC JAAA ($50.71) Holding Chart
Core Wealth Partners 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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