Legacy Capital Group California, Inc. JAAA Holdings History
Legacy Capital Group California, Inc.'s Janus Henderson AAA CLO ETF Holding Summary
As of 2025-06-30, Legacy Capital Group California, Inc. held 92,867.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $4.71 Mil. This investment constitutes 1.31% of their stock portfolio, and Legacy Capital Group California, Inc. now holds 0.02% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2023Q1. And since then Legacy Capital Group California, Inc. has made 4 purchases of JAAA, at an average price of $49.26, for a total of 110,510.00 shares. In addition, there have been 5 sales at an average price of $50.37 for 17,643.00 shares. Based on historical transaction data and JAAA's current price of $50.71, Legacy Capital Group California, Inc.'s estimated gain on his JAAA holdings is $153,912.19, reflecting a 2.83% gain to date.
Legacy Capital Group California, Inc. JAAA ($50.71) Holding Chart
Legacy Capital Group California, Inc. 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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