Altus Wealth Group LLC Janus Detroit Str Tr Henderson Transaction History

Altus Wealth Group LLC

$229 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	BUY	$46.45 - $49.72 $113,245 - $121,217	2,438 Added 45.48%	7,799 $415,000
Q1 2022 May 09, 2022	SELL	$49.43 - $52.61 $82,597 - $87,911	-1,671 Reduced 23.76%	5,361 $268,000
Q4 2021 Feb 14, 2022	SELL	$52.63 - $53.2 $40,367 - $40,804	-767 Reduced 9.83%	7,032 $370,000
Q3 2021 Nov 08, 2021	BUY	$53.06 - $53.38 $30,880 - $31,067	582 Added 8.06%	7,799 $415,000
Q2 2021 Aug 12, 2021	SELL	$52.98 - $53.35 $5,668 - $5,708	-107 Reduced 1.46%	7,217 $384,000
Q1 2021 May 14, 2021	BUY	$53.03 - $53.6 $97,097 - $98,141	1,831 Added 33.33%	7,324 $391,000
Q4 2020 Feb 12, 2021	BUY	$53.36 - $53.69 $293,106 - $294,919	5,493 New	5,493 $294,000

Others Institutions Holding JMBS

# of Institutions

211

Shares Held

93.4M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

16.3M
Shares

$725 Million
0.06% of portfolio
Morgan Stanley New York, NY

12.7M
Shares

$562 Million
0.04% of portfolio
Richard Bernstein Advisors LLC

10M
Shares

$446 Million
10.1% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.58M
Shares

$337 Million
0.07% of portfolio
Hamilton Capital, LLC Columbus, OH

3.62M
Shares

$161 Million
12.27% of portfolio

About JANUS DETROIT STR TR HENDERSON

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