FORM Wealth Advisors, LLC JAAA Holdings History
Number of Shares
143,817.00
Current Holdings Value*
$7.30 Mil
% of Portfolio
0.88%
Total Estimate Gain
$-57,283.83
% of Total Estimate Gain
-0.37%
FORM Wealth Advisors, LLC's Janus Henderson AAA CLO ETF Holding Summary
As of 2025-06-30, FORM Wealth Advisors, LLC held 143,817.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $7.30 Mil. This investment constitutes 0.88% of their stock portfolio, and FORM Wealth Advisors, LLC now holds 0.03% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $50.49 for 162,816.00 shares. Based on historical transaction data and JAAA's current price of $50.71, FORM Wealth Advisors, LLC's estimated gain on his JAAA holdings is $-57,283.83, reflecting a -0.37% gain to date.
FORM Wealth Advisors, LLC JAAA ($50.71) Holding Chart
FORM Wealth Advisors, 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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