Sanchez Wealth Management Group JAAA Holdings History
Number of Shares
281,073.00
Current Holdings Value*
$14.25 Mil
% of Portfolio
3.87%
Total Estimate Gain
$-32,292.30
% of Total Estimate Gain
-0.23%
Sanchez Wealth Management Group's Janus Henderson AAA CLO ETF Holding Summary
As of 2025-03-31, Sanchez Wealth Management Group held 281,073.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $14.25 Mil. This investment constitutes 3.87% of their stock portfolio, and Sanchez Wealth Management Group now holds 0.07% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2024Q3. And since then Sanchez Wealth Management Group has made 3 purchases of JAAA, at an average price of $50.77, for a total of 281,073.00 shares. Based on historical transaction data and JAAA's current price of $50.66, Sanchez Wealth Management Group's estimated gain on his JAAA holdings is $-32,292.30, reflecting a -0.23% gain to date.
Sanchez Wealth Management Group JAAA ($50.66) Holding Chart
Sanchez Wealth Management Group JAAA ($50.66) 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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