Marshall Financial Group, LLC JBBB Holdings History
Marshall Financial Group, LLC's Janus Henderson B-BBB CLO ETF Holding Summary
As of 2025-06-30, Marshall Financial Group, LLC held 421,268.00 shares of Janus Henderson B-BBB CLO ETF(JBBB), totaling $20.34 Mil. This investment constitutes 3.99% of their stock portfolio, and Marshall Financial Group, LLC now holds 1.51% of the outstanding Janus Henderson B-BBB CLO ETF(JBBB) stock.
The initial trade took place in 2024Q4. And since then Marshall Financial Group, LLC has made 3 purchases of JBBB, at an average price of $49.14, for a total of 421,268.00 shares. Based on historical transaction data and JBBB's current price of $48.20, Marshall Financial Group, LLC's estimated gain on his JBBB holdings is $-395,985.76, reflecting a -1.91% gain to date.
Marshall Financial Group, LLC JBBB ($48.20) Holding Chart
Marshall Financial Group, LLC JBBB ($48.20) 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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