OneAscent Wealth Management LLC JAAA Holdings History
OneAscent Wealth Management LLC's Janus Henderson AAA CLO ETF Holding Summary
As of 2025-03-31, OneAscent Wealth Management LLC held 111,557.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $5.66 Mil. This investment constitutes 2.45% of their stock portfolio, and OneAscent Wealth Management LLC now holds 0.03% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2024Q3. And since then OneAscent Wealth Management LLC has made 3 purchases of JAAA, at an average price of $50.78, for a total of 111,557.00 shares. Based on historical transaction data and JAAA's current price of $50.64, OneAscent Wealth Management LLC's estimated gain on his JAAA holdings is $-15,943.08, reflecting a -0.28% gain to date.
OneAscent Wealth Management LLC JAAA ($50.64) Holding Chart
OneAscent Wealth Management LLC JAAA ($50.64) 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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