One Charles Private Wealth Services, LLC JBBB Holdings History
One Charles Private Wealth Services, LLC's Janus Henderson B-BBB CLO ETF Holding Summary
As of 2025-03-31, One Charles Private Wealth Services, LLC held - shares of Janus Henderson B-BBB CLO ETF(JBBB), totaling N/A. This investment constitutes 0% of their stock portfolio, and One Charles Private Wealth Services, LLC now holds 0% of the outstanding Janus Henderson B-BBB CLO ETF(JBBB) stock.
The initial trade took place in 2024Q3. And since then One Charles Private Wealth Services, LLC has made 2 purchases of JBBB, at an average price of $48.97, for a total of 24,921.00 shares. In addition, there have been 1 sales at an average price of $49.11 for 24,921.00 shares. Based on historical transaction data and JBBB's current price of $48.20, One Charles Private Wealth Services, LLC's estimated gain on his JBBB holdings is $3,476.59, reflecting a 0.28% gain to date.
One Charles Private Wealth Services, LLC JBBB ($48.20) Holding Chart
One Charles Private Wealth Services, 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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