A detailed history of Trinity Point Wealth, LLC transactions in Janus Detroit Str Tr Henderson stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 28,656 shares of JMBS stock, worth $1.25 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
28,656
Previous 29,322 2.27%
Holding current value
$1.25 Million
Previous $1.31 Million 2.06%
% of portfolio
0.2%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$44.13 - $47.01 $29,390 - $31,308
-666 Reduced 2.27%
28,656 $1.34 Million
Q2 2024

Jul 30, 2024

BUY
$43.55 - $45.05 $26,217 - $27,120
602 Added 2.1%
29,322 $1.31 Million
Q1 2024

May 08, 2024

SELL
$44.56 - $45.95 $74,638 - $76,966
-1,675 Reduced 5.51%
28,720 $1.3 Million
Q4 2023

Feb 08, 2024

BUY
$41.84 - $46.15 $842,322 - $929,091
20,132 Added 196.16%
30,395 $1.4 Million
Q3 2023

Nov 08, 2023

BUY
$43.27 - $45.88 $243,437 - $258,120
5,626 Added 121.33%
10,263 $445,000
Q2 2023

Aug 07, 2023

BUY
$45.43 - $47.0 $210,658 - $217,939
4,637 New
4,637 $212,000

Others Institutions Holding JMBS

About JANUS DETROIT STR TR HENDERSON


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

Track Trinity Point Wealth, LLC Portfolio

Follow Trinity Point Wealth, 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 Trinity Point Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Point Wealth, LLC with notifications on news.