Number of Shares
322,948.00
Current Holdings Value*
$16.38 Mil
% of Portfolio
8.75%
Total Estimate Gain
$334,189.01
% of Total Estimate Gain
2.06%

Tower Wealth Partners, Inc.'s Janus Henderson AAA CLO ETF Holding Summary

As of 2025-03-31, Tower Wealth Partners, Inc. held 322,948.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $16.38 Mil. This investment constitutes 8.75% of their stock portfolio, and Tower Wealth Partners, Inc. now holds 0.08% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.

The initial trade took place in 2022Q3. And since then Tower Wealth Partners, Inc. has made 9 purchases of JAAA, at an average price of $49.65, for a total of 326,048.00 shares. In addition, there have been 2 sales at an average price of $50.63 for 3,100.00 shares. Based on historical transaction data and JAAA's current price of $50.68, Tower Wealth Partners, Inc.'s estimated gain on his JAAA holdings is $334,189.01, reflecting a 2.06% gain to date.

Tower Wealth Partners, Inc. JAAA ($50.68) Holding Chart

Tower Wealth Partners, Inc. JAAA ($50.68) 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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