Great Point Wealth Advisors, LLC JAAA Holdings History
Great Point Wealth Advisors, LLC's Janus Henderson AAA CLO ETF Holding Summary
As of 2025-03-31, Great Point Wealth Advisors, LLC held 332,515.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $16.86 Mil. This investment constitutes 3.65% of their stock portfolio, and Great Point Wealth Advisors, LLC now holds 0.08% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2024Q1. And since then Great Point Wealth Advisors, LLC has made 5 purchases of JAAA, at an average price of $50.57, for a total of 332,515.00 shares. Based on historical transaction data and JAAA's current price of $50.65, Great Point Wealth Advisors, LLC's estimated gain on his JAAA holdings is $28,133.95, reflecting a 0.17% gain to date.
Great Point Wealth Advisors, LLC JAAA ($50.65) Holding Chart
Great Point Wealth Advisors, LLC JAAA ($50.65) 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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