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 $13.5 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
304,205
Previous 247,241
23.04%
Holding current value
$13.5 Million
Previous $11.5 Million
16.53%
% of portfolio
0.77%
Previous 0.79%
Shares
2 transactions
Others Institutions Holding JMBS
# of Institutions
212Shares Held
93MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC16.3MShares$721 Million0.06% of portfolio
-
Morgan Stanley New York, NY12.7MShares$560 Million0.04% of portfolio
-
Richard Bernstein Advisors LLC10MShares$444 Million10.1% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA7.58MShares$335 Million0.07% of portfolio
-
Hamilton Capital, LLC Columbus, OH3.62MShares$160 Million12.27% of portfolio