A detailed history of Congress Wealth Management LLC transactions in Jefferies Financial Group Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 28,124 shares of JEF stock, worth $2.16 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
28,124
Previous 20,112 39.84%
Holding current value
$2.16 Million
Previous $1 Million 73.1%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$49.97 - $62.49 $400,359 - $500,669
8,012 Added 39.84%
28,124 $1.73 Million
Q2 2024

Aug 13, 2024

BUY
$41.04 - $49.76 $825,396 - $1 Million
20,112 New
20,112 $1 Million

Others Institutions Holding JEF

About Jefferies Financial Group Inc.


  • Ticker JEF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 228,990,000
  • Market Cap $17.6B
  • Description
  • Jefferies Financial Group Inc. engages in the investment banking and capital markets, and asset management businesses in the Americas, Europe, the Middle East, Africa, and Asia. The company operates in Investment Banking and Capital Markets, Asset Management, Merchant Banking, and Corporate segments. It provides investment banking, advisory serv...
More about JEF
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management 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 Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.