Kovitz Investment Group Partners, LLC JAAA Holdings History
Kovitz Investment Group Partners, LLC's Janus Henderson AAA CLO ETF Holding Summary
As of 2025-03-31, Kovitz Investment Group Partners, LLC held 6.49 Mil shares of Janus Henderson AAA CLO ETF(JAAA), totaling $329.14 Mil. This investment constitutes 1.65% of their stock portfolio, and Kovitz Investment Group Partners, LLC now holds 1.64% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2024Q2. And since then Kovitz Investment Group Partners, LLC has made 4 purchases of JAAA, at an average price of $50.76, for a total of 6.49 Mil shares. Based on historical transaction data and JAAA's current price of $50.71, Kovitz Investment Group Partners, LLC's estimated gain on his JAAA holdings is $-301,894.86, reflecting a -0.09% gain to date.
Kovitz Investment Group Partners, LLC JAAA ($50.71) Holding Chart
Kovitz Investment Group Partners, 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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