Congress Wealth Management LLC Janus Detroit Str Tr Henderson Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Janus Detroit Str Tr Henderson stock. As of the latest transaction made, Congress Wealth Management LLC holds 2,631,676 shares of JMBS stock, worth $120 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

2,631,676

Previous 2,552,755 3.09%

Holding current value

$120 Million

Previous $115 Million 2.75%

% of portfolio

1.22%

Previous 1.46%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$43.89 - $45.45 $3.46 Million - $3.59 Million	78,921 Added 3.09%	2,631,676 $119 Million
Q1 2025 May 14, 2025	BUY	$43.53 - $45.42 $21.6 Million - $22.5 Million	495,179 Added 24.07%	2,552,755 $115 Million
Q4 2024 Feb 11, 2025	SELL	$44.03 - $46.65 $47.1 Million - $49.9 Million	-1,069,749 Reduced 34.21%	2,057,576 $90.9 Million
Q3 2024 Nov 12, 2024	SELL	$44.13 - $47.01 $1.77 Million - $1.89 Million	-40,116 Reduced 1.27%	3,127,325 $146 Million
Q2 2024 Aug 13, 2024	SELL	$43.55 - $45.05 $5.69 Million - $5.89 Million	-130,681 Reduced 3.96%	3,167,441 $141 Million

Q1 2024 Apr 18, 2024	BUY	$44.56 - $45.95 $7.17 Million - $7.39 Million	160,916 Added 5.13%	3,298,122 $149 Million
Q4 2023 Feb 09, 2024	BUY	$41.84 - $46.15 $2.65 Million - $2.93 Million	63,436 Added 2.06%	3,137,206 $144 Million
Q3 2023 Oct 30, 2023	BUY	$43.27 - $45.88 $11.6 Million - $12.3 Million	268,526 Added 9.57%	3,073,770 $133 Million
Q2 2023 Jul 13, 2023	BUY	$45.43 - $47.0 $2.63 Million - $2.73 Million	58,000 Added 2.11%	2,805,244 $128 Million
Q1 2023 Apr 14, 2023	BUY	$45.02 - $47.31 $49.4 Million - $51.9 Million	1,096,772 Added 66.45%	2,747,244 $128 Million
Q4 2022 Feb 02, 2023	SELL	$43.59 - $46.76 $25.8 Million - $27.7 Million	-592,671 Reduced 26.42%	1,650,472 $75 Million
Q3 2022 Nov 08, 2022	SELL	$44.68 - $49.3 $38,380 - $42,348	-859 Reduced 0.04%	2,243,143 $101 Million
Q2 2022 Aug 11, 2022	BUY	$46.45 - $49.72 $21.5 Million - $23 Million	463,311 Added 26.02%	2,244,002 $108 Million
Q1 2022 May 16, 2022	SELL	$49.43 - $52.61 $1.75 Million - $1.87 Million	-35,481 Reduced 1.95%	1,780,691 $88.9 Million
Q4 2021 Feb 04, 2022	BUY	$52.63 - $53.2 $95.6 Million - $96.6 Million	1,816,172 New	1,816,172 $95.7 Million

Others Institutions Holding JMBS

# of Institutions

265

Shares Held

140M

Call Options Held

10.8K

Put Options Held

View Full List

About JANUS DETROIT STR TR HENDERSON

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Congress Wealth Management LLC Janus Detroit Str Tr Henderson Transaction History