Elmwood Wealth Management, Inc. JAAA Holdings History
Number of Shares
31,625.00
Current Holdings Value*
$1.60 Mil
% of Portfolio
0.66%
Total Estimate Gain
$-3,162.50
% of Total Estimate Gain
-0.20%
Elmwood Wealth Management, Inc.'s Janus Henderson AAA CLO ETF Holding Summary
As of 2025-03-31, Elmwood Wealth Management, Inc. held 31,625.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $1.60 Mil. This investment constitutes 0.66% of their stock portfolio, and Elmwood Wealth Management, Inc. now holds 0.01% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2025Q1. And since then Elmwood Wealth Management, Inc. has made 1 purchases of JAAA, at an average price of $50.78, for a total of 31,625.00 shares. Based on historical transaction data and JAAA's current price of $50.68, Elmwood Wealth Management, Inc.'s estimated gain on his JAAA holdings is $-3,162.50, reflecting a -0.20% gain to date.
Elmwood Wealth Management, Inc. JAAA ($50.68) Holding Chart
Elmwood Wealth Management, Inc. JAAA ($50.68) 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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