Kingsview Wealth Management, LLC Janus Detroit Str Tr Henderson Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	SELL	$55.56 - $60.48 $17,390 - $18,930	-313 Reduced 4.23%	7,091 $428,000
Q4 2023 Feb 08, 2024	BUY	$47.39 - $60.03 $10,615 - $13,446	224 Added 3.12%	7,404 $436,000
Q3 2023 Nov 07, 2023	BUY	$50.35 - $59.91 $1,560 - $1,857	31 Added 0.43%	7,180 $366,000
Q2 2023 Aug 10, 2023	SELL	$47.02 - $56.82 $1.36 Million - $1.65 Million	-28,972 Reduced 80.21%	7,149 $405,000
Q1 2023 May 15, 2023	BUY	$45.74 - $54.79 $1.29 Million - $1.55 Million	28,215 Added 356.88%	36,121 $1.81 Million
Q4 2022 Feb 13, 2023	BUY	$43.91 - $50.15 $54,272 - $61,985	1,236 Added 18.53%	7,906 $360,000
Q3 2022 Nov 14, 2022	BUY	$43.8 - $55.22 $46,340 - $58,422	1,058 Added 18.85%	6,670 $296,000
Q2 2022 Aug 16, 2022	BUY	$44.67 - $57.69 $6,164 - $7,961	138 Added 2.52%	5,612 $262,000
Q1 2022 Feb 08, 2024	SELL	$53.09 - $65.16 $107,666 - $132,144	-2,028 Reduced 27.39%	5,376 $308,000
Q4 2021 Feb 17, 2022	BUY	$60.81 - $70.25 $98,025 - $113,243	1,612 Added 41.74%	5,474 $356,000
Q3 2021 Dec 03, 2021	BUY	$63.63 - $70.88 $16,543 - $18,428	260 Added 7.22%	3,862 $251,000
Q2 2021 Aug 17, 2021	BUY	$63.11 - $70.4 $227,322 - $253,580	3,602 New	3,602 $247,000

Others Institutions Holding JSML

# of Institutions

64

Shares Held

2.75M

Call Options Held

0

Put Options Held

0

Orgel Wealth Management, LLC

1.25M
Shares

$90.2 Million
2.13% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

155K
Shares

$11.1 Million
0.01% of portfolio
Great Valley Advisor Group, Inc.

134K
Shares

$9.65 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

113K
Shares

$8.16 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

108K
Shares

$7.78 Million
0.01% of portfolio

About JANUS DETROIT STR TR HENDERSON

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