Dynamic Advisor Solutions LLC Janus Detroit Str Tr Henderson Transaction History

Dynamic Advisor Solutions LLC

$2.31 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 28, 2021	SELL	$63.63 - $70.88 $221,241 - $246,449	-3,477 Closed	0 $0
Q2 2021 Aug 10, 2021	SELL	$63.11 - $70.4 $757 - $844	-12 Reduced 0.34%	3,477 $238,000
Q1 2021 Apr 27, 2021	SELL	$62.7 - $73.01 $71,540 - $83,304	-1,141 Reduced 24.64%	3,489 $236,000
Q4 2020 Feb 03, 2021	SELL	$47.73 - $63.92 $87,966 - $117,804	-1,843 Reduced 28.47%	4,630 $293,000
Q3 2020 Oct 27, 2020	BUY	$45.22 - $50.73 $25,911 - $29,068	573 Added 9.71%	6,473 $306,000
Q2 2020 Aug 05, 2020	SELL	$31.37 - $47.48 $17,284 - $26,161	-551 Reduced 8.54%	5,900 $271,000
Q1 2020 May 07, 2020	SELL	$29.37 - $48.29 $16,564 - $27,235	-564 Reduced 8.04%	6,451 $218,000
Q4 2019 Feb 04, 2020	BUY	$40.87 - $47.13 $286,703 - $330,616	7,015 New	7,015 $329,000

Others Institutions Holding JSML

# of Institutions

73

Shares Held

3.16M

Call Options Held

0

Put Options Held

0

Orgel Wealth Management, LLC

1.28M
Shares

$78.4 Million
2.27% of portfolio
Raymond James Financial Inc St. Petersburg, FL

181K
Shares

$11.1 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

155K
Shares

$9.51 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

146K
Shares

$8.94 Million
0.0% of portfolio
Great Valley Advisor Group, Inc.

134K
Shares

$8.22 Million
0.22% of portfolio

About JANUS DETROIT STR TR HENDERSON

Ticker JSML
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