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

Wealthspan Partners, LLC

$204 Million
Q4 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 7,311 shares of JSMD stock, worth $535,238. This represents 0.27% of its overall portfolio holdings.

Number of Shares

7,311

Previous 10,952 33.25%

Holding current value

$535,238

Previous $795,000 31.07%

% of portfolio

0.27%

Previous 0.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$71.55 - $82.8 $260,513 - $301,474	-3,641 Reduced 33.25%	7,311 $548,000
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

Shares Held

4.32M

Call Options Held

Put Options Held

View Full List

About JANUS DETR STR TR HENDERSON SM

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