KCS Wealth Advisory JAAA Holdings History
KCS Wealth Advisory's Janus Henderson AAA CLO ETF Holding Summary
As of 2023-09-30, KCS Wealth Advisory held 250,266.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $12.60 Mil. This investment constitutes 5.38% of their stock portfolio, and KCS Wealth Advisory now holds 0.49% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2022Q3. And since then KCS Wealth Advisory has made 4 purchases of JAAA, at an average price of $48.92, for a total of 304,215.00 shares. In addition, there have been 1 sales at an average price of $50.09 for 53,949.00 shares. Based on historical transaction data and JAAA's current price of $50.56, KCS Wealth Advisory's estimated gain on his JAAA holdings is $473,312.89, reflecting a 3.18% gain to date.
KCS Wealth Advisory JAAA ($50.56) Holding Chart
KCS Wealth Advisory JAAA ($50.56) 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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