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 $118 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
$118 Million
Previous $115 Million
2.75%
% of portfolio
1.22%
Previous 1.46%
Shares
15 transactions
Others Institutions Holding JMBS
# of Institutions
241Shares Held
117MCall Options Held
8.9KPut Options Held
0-
Morgan Stanley New York, NY20.2MShares$906 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC18.2MShares$817 Million0.06% of portfolio
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Richard Bernstein Advisors LLC10.3MShares$461 Million11.52% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA8.05MShares$361 Million0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.07MShares$138 Million0.05% of portfolio