Congress Wealth Management LLC Janus Detroit Str Tr Henderson Call Options Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding JMBS

# of Institutions

242

Shares Held

119M

Call Options Held

8.9K

Put Options Held

0

Morgan Stanley New York, NY

20.2M
Shares

$906 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

18.2M
Shares

$817 Million
0.06% of portfolio
Richard Bernstein Advisors LLC

10.3M
Shares

$461 Million
11.52% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

8.05M
Shares

$361 Million
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.07M
Shares

$138 Million
0.05% of portfolio

About JANUS DETROIT STR TR HENDERSON

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