Summit Financial Strategies, Inc. JAAA Holdings History
Number of Shares
49,428.00
Current Holdings Value*
$2.51 Mil
% of Portfolio
0.25%
Total Estimate Gain
$-9,804.95
% of Total Estimate Gain
-0.39%
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 % |
Top Ranked Articles
- 1