Summit Financial Strategies, Inc. JAAA Holdings History
Summit Financial Strategies, Inc.'s Janus Henderson AAA CLO ETF Holding Summary
As of 2025-03-31, Summit Financial Strategies, Inc. held 49,428.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $2.51 Mil. This investment constitutes 0.25% of their stock portfolio, and Summit Financial Strategies, Inc. now holds 0.01% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2024Q3. And since then Summit Financial Strategies, Inc. has made 3 purchases of JAAA, at an average price of $50.78, for a total of 49,428.00 shares. Based on historical transaction data and JAAA's current price of $50.58, Summit Financial Strategies, Inc.'s estimated gain on his JAAA holdings is $-9,804.95, reflecting a -0.39% gain to date.
Summit Financial Strategies, Inc. JAAA ($50.58) Holding Chart
Summit Financial Strategies, Inc. 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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