Insight Wealth Strategies, LLC JAAA Holdings History
Insight Wealth Strategies, LLC's Janus Henderson AAA CLO ETF Holding Summary
As of 2025-06-30, Insight Wealth Strategies, LLC held 11,684.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $590,840.00. This investment constitutes 0.07% of their stock portfolio, and Insight Wealth Strategies, LLC now holds 0% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2023Q3. And since then Insight Wealth Strategies, LLC has made 6 purchases of JAAA, at an average price of $50.42, for a total of 411,534.00 shares. In addition, there have been 2 sales at an average price of $50.52 for 399,850.00 shares. Based on historical transaction data and JAAA's current price of $50.66, Insight Wealth Strategies, LLC's estimated gain on his JAAA holdings is $44,708.48, reflecting a 0.22% gain to date.
Insight Wealth Strategies, LLC JAAA ($50.66) Holding Chart
Insight Wealth Strategies, LLC JAAA ($50.66) 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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