A detailed history of Worth Financial Advisory Group, LLC transactions in Janus Detr Str Tr Henderson Sm stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 53,554 shares of JSMD stock, worth $3.81 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
53,554
Previous 50,739 5.55%
Holding current value
$3.81 Million
Previous $3.55 Billion 0.42%
% of portfolio
2.34%
Previous 2.46%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$64.79 - $69.45 $182,383 - $195,501
2,815 Added 5.55%
53,554 $3.56 Billion
Q1 2024

Apr 30, 2024

BUY
$63.18 - $69.92 $216,581 - $239,685
3,428 Added 7.25%
50,739 $3.55 Billion
Q4 2023

Jan 19, 2024

BUY
$54.25 - $66.9 $104,811 - $129,250
1,932 Added 4.26%
47,311 $3.11 Billion
Q3 2023

Oct 13, 2023

BUY
$57.41 - $65.14 $150,241 - $170,471
2,617 Added 6.12%
45,379 $2.65 Billion
Q2 2023

Jul 28, 2023

SELL
$54.51 - $62.16 $26,982 - $30,769
-495 Reduced 1.14%
42,762 $2.66 Billion
Q1 2023

Apr 19, 2023

BUY
$51.89 - $60.26 $2.24 Million - $2.61 Million
43,257 New
43,257 $2.43 Billion

Others Institutions Holding JSMD

About JANUS DETR STR TR HENDERSON SM


  • Ticker JSMD
  • Sector ETFs
  • Industry ETFs
More about JSMD
Track This Portfolio

Track Worth Financial Advisory Group, LLC Portfolio

Follow Worth Financial Advisory Group, 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 Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.