M Wealth Management, LLC JAAA Holdings History
M Wealth Management, LLC's Janus Henderson AAA CLO ETF Holding Summary
As of 2025-03-31, M Wealth Management, LLC held 83,295.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $4.22 Mil. This investment constitutes 3.94% of their stock portfolio, and M Wealth Management, LLC now holds 0.02% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2024Q4. And since then M Wealth Management, LLC has made 1 purchases of JAAA, at an average price of $50.79, for a total of 83,295.00 shares. Based on historical transaction data and JAAA's current price of $50.65, M Wealth Management, LLC's estimated gain on his JAAA holdings is $-11,709.33, reflecting a -0.28% gain to date.
M Wealth Management, LLC JAAA ($50.65) Holding Chart
M Wealth Management, LLC JAAA ($50.65) 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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