Ivc Wealth Advisors LLC Janus Detroit Str Tr Henderson Transaction History
Ivc Wealth Advisors LLC
- $177 Million
- Q4 2024
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 9,109 shares of JMBS stock, worth $411,362. This represents 0.23% of its overall portfolio holdings.
Number of Shares
9,109
Previous 8,517
6.95%
Holding current value
$411,362
Previous $397,000
1.26%
% of portfolio
0.23%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding JMBS
# of Institutions
228Shares Held
103MCall Options Held
1.5KPut Options Held
0-
Morgan Stanley New York, NY15.9MShares$717 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$714 Million0.06% of portfolio
-
Richard Bernstein Advisors LLC9.68MShares$437 Million9.75% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA7.85MShares$354 Million0.07% of portfolio
-
Hamilton Capital, LLC Columbus, OH3.55MShares$160 Million11.93% of portfolio