LEGACY CAPITAL WEALTH MANAGEMENT, LLC JAAA Holdings History
Number of Shares
145,500.00
Current Holdings Value*
$7.38 Mil
% of Portfolio
7.33%
Total Estimate Gain
$-30,555.00
% of Total Estimate Gain
-0.41%
LEGACY CAPITAL WEALTH MANAGEMENT, LLC's Janus Henderson AAA CLO ETF Holding Summary
As of 2024-12-31, LEGACY CAPITAL WEALTH MANAGEMENT, LLC held 145,500.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $7.38 Mil. This investment constitutes 7.33% of their stock portfolio, and LEGACY CAPITAL WEALTH MANAGEMENT, LLC now holds 0.04% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and JAAA's current price of $50.58, LEGACY CAPITAL WEALTH MANAGEMENT, LLC's estimated gain on his JAAA holdings is $-30,555.00, reflecting a -0.41% gain to date.
LEGACY CAPITAL WEALTH MANAGEMENT, LLC JAAA ($50.58) Holding Chart
LEGACY CAPITAL WEALTH MANAGEMENT, LLC JAAA ($50.58) 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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