IVC Wealth Advisors LLC JAAA Holdings History
IVC Wealth Advisors LLC's Janus Henderson AAA CLO ETF Holding Summary
As of 2025-06-30, IVC Wealth Advisors LLC held 137,003.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $6.95 Mil. This investment constitutes 3.39% of their stock portfolio, and IVC Wealth Advisors LLC now holds 0.03% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2023Q4. And since then IVC Wealth Advisors LLC has made 7 purchases of JAAA, at an average price of $50.67, for a total of 137,003.00 shares. Based on historical transaction data and JAAA's current price of $50.71, IVC Wealth Advisors LLC's estimated gain on his JAAA holdings is $4,854.43, reflecting a 0.07% gain to date.
IVC Wealth Advisors LLC JAAA ($50.71) Holding Chart
IVC 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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