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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