Evergreen Wealth Solutions, LLC JAAA Holdings History
Evergreen Wealth Solutions, LLC's Janus Henderson AAA CLO ETF Holding Summary
As of 2025-03-31, Evergreen Wealth Solutions, LLC held 109,670.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $5.56 Mil. This investment constitutes 3.75% of their stock portfolio, and Evergreen Wealth Solutions, LLC now holds 0.03% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2024Q2. And since then Evergreen Wealth Solutions, LLC has made 4 purchases of JAAA, at an average price of $50.77, for a total of 109,670.00 shares. Based on historical transaction data and JAAA's current price of $50.62, Evergreen Wealth Solutions, LLC's estimated gain on his JAAA holdings is $-16,997.54, reflecting a -0.31% gain to date.
Evergreen Wealth Solutions, LLC JAAA ($50.62) Holding Chart
Evergreen Wealth Solutions, LLC JAAA ($50.62) 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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