Transform Wealth, LLC Janus Detroit Str Tr Henderson Transaction History
Transform Wealth, LLC
- $1.75 Billion
- Q4 2024
A detailed history of Transform Wealth, LLC transactions in Janus Detroit Str Tr Henderson stock. As of the latest transaction made, Transform Wealth, LLC holds 304,205 shares of JMBS stock, worth $13.7 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
304,205
Previous 247,241
23.04%
Holding current value
$13.7 Million
Previous $11.5 Million
16.53%
% of portfolio
0.77%
Previous 0.79%
Shares
2 transactions
Others Institutions Holding JMBS
# of Institutions
227Shares Held
103MCall Options Held
1.5KPut Options Held
0-
Morgan Stanley New York, NY15.9MShares$713 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$709 Million0.06% of portfolio
-
Richard Bernstein Advisors LLC9.68MShares$434 Million9.75% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA7.85MShares$352 Million0.07% of portfolio
-
Hamilton Capital, LLC Columbus, OH3.55MShares$159 Million11.93% of portfolio