Wealthspan Partners, LLC Janus Detr Str Tr Henderson Sm Transaction History

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Janus Detr Str Tr Henderson Sm stock. As of the latest transaction made, Wealthspan Partners, LLC holds 10,952 shares of JSMD stock, worth $841,113. This represents 0.4% of its overall portfolio holdings.

Number of Shares
10,952
Previous 13,971 21.61%
Holding current value
$841,113
Previous $929,000 14.42%
% of portfolio
0.4%
Previous 0.52%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$65.4 - $72.79 $197,442 - $219,753
-3,019 Reduced 21.61%
10,952 $795,000
Q2 2024

Jul 19, 2024
BUY
$64.79 - $69.45 $454,048 - $486,705
7,008 Added 100.65%
13,971 $929,000
Q1 2024

Apr 29, 2024
BUY
$63.18 - $69.92 $78,027 - $86,351
1,235 Added 21.56%
6,963 $486,000
Q4 2023

Jan 29, 2024
BUY
$54.25 - $66.9 $90,597 - $111,723
1,670 Added 41.15%
5,728 $376,000
Q3 2023

Nov 01, 2023
BUY
$57.41 - $65.14 $232,969 - $264,338
4,058 New
4,058 $237,000

Others Institutions Holding JSMD

# of Institutions
70
Shares Held
3.91M
Call Options Held
0
Put Options Held
0
View Full List

About JANUS DETR STR TR HENDERSON SM

JSMD Quotes by TradingView
  • Ticker JSMD
  • Sector ETFs
  • Industry ETFs
More about JSMD
Track This Portfolio

Track Wealthspan Partners, LLC Portfolio

Follow Wealthspan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email