Number of Shares
380,426
Previous 380,426 -0.0%
Holding current value
$60.4 Billion
Previous $67.3 Billion 10.22%
% of portfolio
21.55%
Previous 25.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

SELL
N/A
-22,000 Reduced 5.47%
380,426 $74.2 Billion
Q4 2023

Feb 28, 2024

SELL
N/A
-13,050 Reduced 3.14%
402,426 $95.7 Billion
Q4 2022

Feb 24, 2023

BUY
N/A
415,476 New
415,476 $53.5 Billion
Track This Portfolio

Track Bbjs Financial Advisors, LLC Portfolio

Follow Bbjs Financial Advisors, 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 Bbjs Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bbjs Financial Advisors, LLC with notifications on news.