Sowell Financial Services LLC Janus Detroit Str Tr Henderson Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$53.09 - $65.16 $4.03 Million - $4.95 Million	-75,987 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$60.81 - $70.25 $119,430 - $137,971	1,964 Added 2.65%	75,987 $4.94 Million
Q3 2021 Nov 04, 2021	BUY	$63.63 - $70.88 $212,969 - $237,235	3,347 Added 4.74%	74,023 $4.82 Million
Q2 2021 Aug 05, 2021	SELL	$63.11 - $70.4 $1.03 Million - $1.15 Million	-16,284 Reduced 18.73%	70,676 $4.84 Million
Q1 2021 May 07, 2021	BUY	$62.7 - $73.01 $5.02 Million - $5.84 Million	80,022 Added 1153.39%	86,960 $5.74 Million
Q4 2020 Jan 13, 2021	BUY	$47.73 - $63.92 $53,409 - $71,526	1,119 Added 19.23%	6,938 $440,000
Q3 2020 Nov 12, 2020	SELL	$45.22 - $50.73 $107,487 - $120,585	-2,377 Reduced 29.0%	5,819 $275,000
Q2 2020 Aug 13, 2020	BUY	$31.37 - $47.48 $31,213 - $47,242	995 Added 13.82%	8,196 $376,000
Q1 2020 May 12, 2020	SELL	$29.37 - $48.29 $29,105 - $47,855	-991 Reduced 12.1%	7,201 $243,000
Q4 2019 Feb 07, 2020	BUY	$40.87 - $47.13 $259,565 - $299,322	6,351 Added 344.98%	8,192 $384,000
Q3 2019 Nov 14, 2019	BUY	$40.57 - $44.36 $74,689 - $81,666	1,841 New	1,841 $77,000

Others Institutions Holding JSML

# of Institutions

61

Shares Held

2.78M

Call Options Held

0

Put Options Held

0

Orgel Wealth Management, LLC

1.25M
Shares

$81 Million
2.13% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

155K
Shares

$10 Million
0.01% of portfolio
Great Valley Advisor Group, Inc.

133K
Shares

$8.59 Million
0.23% of portfolio
Commonwealth Equity Services, LLC

108K
Shares

$6.99 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

105K
Shares

$6.81 Million
0.0% of portfolio

About JANUS DETROIT STR TR HENDERSON

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