A detailed history of Congress Wealth Management LLC transactions in Janus Detroit Str Tr Janus Hen stock. As of the latest transaction made, Congress Wealth Management LLC holds 63,097 shares of JAAA stock, worth $3.21 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
63,097
Previous 750,425 91.59%
Holding current value
$3.21 Million
Previous $37.7 Million 91.52%
% of portfolio
0.06%
Previous 0.7%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
$50.32 - $50.74 $34.6 Million - $34.9 Million
-687,328 Reduced 91.59%
63,097 $3.2 Million
Q4 2023

Feb 09, 2024

BUY
$50.01 - $50.49 $151,580 - $153,035
3,031 Added 0.41%
750,425 $37.7 Million
Q3 2023

Oct 30, 2023

BUY
$49.6 - $50.34 $626,844 - $636,196
12,638 Added 1.72%
747,394 $37.6 Million
Q2 2023

Jul 13, 2023

SELL
$49.36 - $49.85 $544,687 - $550,094
-11,035 Reduced 1.48%
734,756 $36.6 Million
Q1 2023

Apr 14, 2023

BUY
$49.28 - $49.99 $13.2 Million - $13.4 Million
267,450 Added 55.91%
745,791 $36.9 Million
Q4 2022

Feb 02, 2023

SELL
$48.76 - $49.72 $1.56 Million - $1.6 Million
-32,083 Reduced 6.29%
478,341 $23.6 Million
Q3 2022

Nov 08, 2022

BUY
N/A
874 Added 0.17%
510,424 $25.1 Million
Q2 2022

Aug 11, 2022

SELL
N/A
-149,565 Reduced 22.69%
509,550 $25 Million
Q1 2022

May 16, 2022

SELL
N/A
-13,793 Reduced 2.05%
659,115 $33.1 Million
Q4 2021

Feb 04, 2022

BUY
N/A
672,908 New
672,908 $33.9 Million

Others Institutions Holding JAAA

About JANUS DETROIT STR TR JANUS HEN


  • Ticker JAAA
  • Sector ETFs
  • Industry ETFs
More about JAAA
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Congress Wealth Management LLC with notifications on news.