Ivc Wealth Advisors LLC Janus Detroit Str Tr Henderson Transaction History
Ivc Wealth Advisors LLC
- $221 Million
- Q3 2025
A detailed history of Ivc Wealth Advisors LLC transactions in Janus Detroit Str Tr Henderson stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 125,390 shares of JMBS stock, worth $5.72 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
125,390
Previous 91,069
37.69%
Holding current value
$5.72 Million
Previous $4.1 Million
39.59%
% of portfolio
2.6%
Previous 2.02%
Shares
5 transactions
Others Institutions Holding JMBS
# of Institutions
265Shares Held
140MCall Options Held
10.8KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA21.5MShares$982 Million0.16% of portfolio
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Morgan Stanley New York, NY21.3MShares$971 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC18.3MShares$836 Million0.06% of portfolio
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Richard Bernstein Advisors LLC8.95MShares$408 Million11.77% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.5MShares$159 Million0.05% of portfolio