Number of Shares
592,020.00
Current Holdings Value*
$30.02 Mil
% of Portfolio
2.47%
Total Estimate Gain
$-134,058.44
% of Total Estimate Gain
-0.45%

Schechter Investment Advisors, LLC's Janus Henderson AAA CLO ETF Holding Summary

As of 2025-03-31, Schechter Investment Advisors, LLC held 592,020.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $30.02 Mil. This investment constitutes 2.47% of their stock portfolio, and Schechter Investment Advisors, LLC now holds 0.15% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.

The initial trade took place in 2024Q3. And since then Schechter Investment Advisors, LLC has made 3 purchases of JAAA, at an average price of $50.79, for a total of 592,020.00 shares. Based on historical transaction data and JAAA's current price of $50.56, Schechter Investment Advisors, LLC's estimated gain on his JAAA holdings is $-134,058.44, reflecting a -0.45% gain to date.

Schechter Investment Advisors, LLC JAAA ($50.56) Holding Chart

Schechter Investment Advisors, LLC JAAA ($50.56) 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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