Number of Shares
80,886.00
Current Holdings Value*
$4.10 Mil
% of Portfolio
3.14%
Total Estimate Gain
$1,564.32
% of Total Estimate Gain
0.03%

Precision Wealth Strategies, LLC's Janus Henderson AAA CLO ETF Holding Summary

As of 2025-03-31, Precision Wealth Strategies, LLC held 80,886.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $4.10 Mil. This investment constitutes 3.14% of their stock portfolio, and Precision Wealth Strategies, LLC now holds 0.02% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.

The initial trade took place in 2024Q1. And since then Precision Wealth Strategies, LLC has made 2 purchases of JAAA, at an average price of $50.60, for a total of 101,974.00 shares. In addition, there have been 3 sales at an average price of $50.73 for 21,088.00 shares. Based on historical transaction data and JAAA's current price of $50.58, Precision Wealth Strategies, LLC's estimated gain on his JAAA holdings is $1,564.32, reflecting a 0.03% gain to date.

Precision Wealth Strategies, LLC JAAA ($50.58) Holding Chart

Precision Wealth Strategies, LLC JAAA ($50.58) 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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