Bogart Wealth, LLC Janus Detroit Str Tr Henderson Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q4 2024

A detailed history of Bogart Wealth, LLC transactions in Janus Detroit Str Tr Henderson stock. As of the latest transaction made, Bogart Wealth, LLC holds 470 shares of JMBS stock, worth $21,041. This represents 0.0% of its overall portfolio holdings.

Number of Shares

470

Holding current value

$21,041

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$44.03 - $46.65 $20,694 - $21,925	470 New	470 $20,000
Q2 2024 Jul 31, 2024	BUY	$43.55 - $45.05 $0 - $0	0 New	0 $0

Others Institutions Holding JMBS

# of Institutions

226

Shares Held

103M

Call Options Held

1.5K

Put Options Held

Morgan Stanley New York, NY

15.9M
Shares

$711 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

15.8M
Shares

$707 Million
0.06% of portfolio
Richard Bernstein Advisors LLC

9.68M
Shares

$433 Million
9.75% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.85M
Shares

$351 Million
0.07% of portfolio
Hamilton Capital, LLC Columbus, OH

3.55M
Shares

$159 Million
11.93% of portfolio

View Full List

About JANUS DETROIT STR TR HENDERSON

Ticker JMBS
Sector ETFs
Industry ETFs

More about JMBS

Track This Portfolio

Portfolio Update

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

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Account