Ivc Wealth Advisors LLC Janus Detroit Str Tr Henderson Transaction History
Ivc Wealth Advisors LLC
- $222 Million
- Q4 2025
A detailed history of Ivc Wealth Advisors LLC transactions in Janus Detroit Str Tr Henderson stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 133,304 shares of JMBS stock, worth $6.08 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
133,304
Previous 125,390
6.31%
Holding current value
$6.08 Million
Previous $5.73 Million
6.15%
% of portfolio
2.74%
Previous 2.6%
Shares
6 transactions
Others Institutions Holding JMBS
# of Institutions
275Shares Held
143MCall Options Held
10.8KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA21.5MShares$982 Million0.16% of portfolio
-
Morgan Stanley New York, NY21.3MShares$971 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC18.3MShares$836 Million0.06% of portfolio
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Richard Bernstein Advisors LLC8.95MShares$408 Million11.77% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.5MShares$159 Million0.05% of portfolio