Number of Shares
1.48 Mil
Current Holdings Value*
$75.13 Mil
% of Portfolio
9.94%
Total Estimate Gain
$994,005.92
% of Total Estimate Gain
0.94%

INSPIRION WEALTH ADVISORS, LLC's Janus Henderson AAA CLO ETF Holding Summary

As of 2025-06-30, INSPIRION WEALTH ADVISORS, LLC held 1.48 Mil shares of Janus Henderson AAA CLO ETF(JAAA), totaling $75.13 Mil. This investment constitutes 9.94% of their stock portfolio, and INSPIRION WEALTH ADVISORS, LLC now holds 0.35% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.

The initial trade took place in 2021Q4. And since then INSPIRION WEALTH ADVISORS, LLC has made 12 purchases of JAAA, at an average price of $50.16, for a total of 2.11 Mil shares. In addition, there have been 3 sales at an average price of $50.58 for 628,108.00 shares. Based on historical transaction data and JAAA's current price of $50.65, INSPIRION WEALTH ADVISORS, LLC's estimated gain on his JAAA holdings is $994,005.92, reflecting a 0.94% gain to date.

INSPIRION WEALTH ADVISORS, LLC JAAA ($50.65) Holding Chart

INSPIRION 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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