Obermeyer Wealth Partners JAAA Holdings History
Obermeyer Wealth Partners's Janus Henderson AAA CLO ETF Holding Summary
As of 2025-03-31, Obermeyer Wealth Partners held 1.23 Mil shares of Janus Henderson AAA CLO ETF(JAAA), totaling $62.25 Mil. This investment constitutes 3.32% of their stock portfolio, and Obermeyer Wealth Partners now holds 0.31% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2024Q3. And since then Obermeyer Wealth Partners has made 3 purchases of JAAA, at an average price of $50.77, for a total of 1.23 Mil shares. Based on historical transaction data and JAAA's current price of $50.71, Obermeyer Wealth Partners's estimated gain on his JAAA holdings is $-75,737.81, reflecting a -0.12% gain to date.
Obermeyer Wealth Partners JAAA ($50.71) Holding Chart
Obermeyer Wealth Partners 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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