LIWM
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Long Island Wealth Management’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Long Island Wealth Management’s Portfolio VNLA Stock Details VNLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-690
Closed -$33K – 394
2023
Q4 		$33K Buy
+690
New +$33.2K 0.02% 150

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LPL Financial
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Wells Fargo
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SIA
Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return

Long Island Wealth Management's VNLA Position: Q1 2024 in Review

Long Island Wealth Management sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q1 2024, closing a stake of 690 shares — an estimated $33K sold.

Long Island Wealth Management first reported a position in VNLA in Q4 2023 and held it in 1 quarter. The position peaked at $33K in Q4 2023. 195 funds tracked by Wall St. Rank hold VNLA as of Q1 2024.

  • Long Island Wealth Management reported no remaining Janus Henderson Short Duration Income ETF position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 690 Janus Henderson Short Duration Income ETF shares in Q1 2024, an estimated $33K.
  • Long Island Wealth Management first reported a position in Janus Henderson Short Duration Income ETF in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Janus Henderson Short Duration Income ETF position peaked at $33K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.