YARGER WEALTH STRATEGIES, LLC JAAA Holdings History
YARGER WEALTH STRATEGIES, LLC's Janus Henderson AAA CLO ETF Holding Summary
As of 2025-03-31, YARGER WEALTH STRATEGIES, LLC held 122,170.00 shares of Janus Henderson AAA CLO ETF(JAAA), totaling $6.20 Mil. This investment constitutes 3.61% of their stock portfolio, and YARGER WEALTH STRATEGIES, LLC now holds 0.03% of the outstanding Janus Henderson AAA CLO ETF(JAAA) stock.
The initial trade took place in 2023Q2. And since then YARGER WEALTH STRATEGIES, LLC has made 4 purchases of JAAA, at an average price of $49.93, for a total of 358,649.00 shares. In addition, there have been 4 sales at an average price of $50.76 for 236,479.00 shares. Based on historical transaction data and JAAA's current price of $50.64, YARGER WEALTH STRATEGIES, LLC's estimated gain on his JAAA holdings is $281,746.05, reflecting a 1.57% gain to date.
YARGER WEALTH STRATEGIES, LLC JAAA ($50.64) Holding Chart
YARGER WEALTH STRATEGIES, LLC JAAA ($50.64) 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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