Number of Shares
714,363.00
Current Holdings Value*
$36.23 Mil
% of Portfolio
5.6%
Total Estimate Gain
$-15,739.02
% of Total Estimate Gain
-0.04%

New England Private Wealth Advisors LLC's Janus Henderson AAA CLO ETF Holding Summary

As of 2025-03-31, New England Private Wealth Advisors LLC held 714,363.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $36.23 Mil. This investment constitutes 5.6% of their stock portfolio, and New England Private Wealth Advisors LLC now holds 0.18% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.

The initial trade took place in 2024Q1. And since then New England Private Wealth Advisors LLC has made 5 purchases of JAAA, at an average price of $50.77, for a total of 714,363.00 shares. Based on historical transaction data and JAAA's current price of $50.75, New England Private Wealth Advisors LLC's estimated gain on his JAAA holdings is $-15,739.02, reflecting a -0.04% gain to date.

New England Private Wealth Advisors LLC JAAA ($50.75) Holding Chart

New England Private Wealth Advisors LLC JAAA ($50.75) 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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