Whalen Wealth Management Inc. JAAA Holdings History
Whalen Wealth Management Inc.'s Janus Henderson AAA CLO ETF Holding Summary
As of 2025-03-31, Whalen Wealth Management Inc. held 99,881.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $5.06 Mil. This investment constitutes 3.38% of their stock portfolio, and Whalen Wealth Management Inc. now holds 0.02% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2023Q4. And since then Whalen Wealth Management Inc. has made 3 purchases of JAAA, at an average price of $50.44, for a total of 613,537.00 shares. In addition, there have been 2 sales at an average price of $50.72 for 513,656.00 shares. Based on historical transaction data and JAAA's current price of $50.71, Whalen Wealth Management Inc.'s estimated gain on his JAAA holdings is $173,363.30, reflecting a 0.56% gain to date.
Whalen Wealth Management Inc. JAAA ($50.71) Holding Chart
Whalen Wealth Management Inc. JAAA ($50.71) 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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