Congress Wealth Management LLC Janus Detroit Str Tr Henderson Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 2024
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 3,298,122 shares of JMBS stock, worth $147 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
3,298,122
Previous 3,137,206
5.13%
Holding current value
$147 Million
Previous $144 Million
3.21%
% of portfolio
2.64%
Previous 2.69%
Shares
10 transactions
Others Institutions Holding JMBS
# of Institutions
176Shares Held
80.5MCall Options Held
0Put Options Held
100-
Bank Of America Corp Charlotte, NC16.6MShares$742 Million0.07% of portfolio
-
Richard Bernstein Advisors LLC10.9MShares$487 Million11.15% of portfolio
-
Morgan Stanley New York, NY8.2MShares$366 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA7.64MShares$341 Million0.08% of portfolio
-
Hamilton Capital, LLC Columbus, OH3.49MShares$156 Million11.63% of portfolio