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

87.8M

Call Options Held

0

Put Options Held

100

Bank Of America Corp Charlotte, NC

16.3M
Shares

$740 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.3M
Shares

$513 Million
0.04% of portfolio
Richard Bernstein Advisors LLC

10.5M
Shares

$475 Million
10.95% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.6M
Shares

$345 Million
0.07% of portfolio
Hamilton Capital, LLC Columbus, OH

3.59M
Shares

$163 Million
12.18% of portfolio

About JANUS DETROIT STR TR HENDERSON

Ticker JMBS
Sector ETFs
Industry ETFs

More about JMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Altus Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altus Wealth Group LLC with notifications on news.