Ivc Wealth Advisors LLC Janus Detroit Str Tr Henderson Transaction History
Ivc Wealth Advisors LLC
- $177 Million
- Q4 2024
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 9,109 shares of JMBS stock, worth $413,730. This represents 0.23% of its overall portfolio holdings.
Number of Shares
9,109
Previous 8,517
6.95%
Holding current value
$413,730
Previous $397,000
1.26%
% of portfolio
0.23%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding JMBS
# of Institutions
226Shares Held
103MCall Options Held
1.5KPut Options Held
0-
Morgan Stanley New York, NY15.9MShares$721 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$718 Million0.06% of portfolio
-
Richard Bernstein Advisors LLC9.68MShares$440 Million9.75% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA7.85MShares$356 Million0.07% of portfolio
-
Hamilton Capital, LLC Columbus, OH3.55MShares$161 Million11.93% of portfolio