LWMI
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Legacy Wealth Management (Idaho)’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17.8K Sell
350
-1,845
-84% -$93.7K 0.01% 250
2025
Q1
$111K Sell
2,195
-45,329
-95% -$2.3M 0.08% 93
2024
Q4
$2.42M Sell
47,524
-2,341
-5% -$119K 1.55% 19
2024
Q3
$2.53M Buy
+49,865
New +$2.53M 1.48% 16