Jaffetilchin Investment Partners, LLC Listed Fds Tr Wahed Dow Jones Transaction History

Jaffetilchin Investment Partners, LLC

$1.35 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$23.2 - $26.07 $57,025 - $64,080	2,458 New	2,458 $62,000

Others Institutions Holding UMMA

# of Institutions

26

Shares Held

508K

Call Options Held

0

Put Options Held

0

Rfg Advisory, LLC Birmingham, AL

112K
Shares

$2.99 Million
0.08% of portfolio
Wealth Enhancement Advisory Services, LLC

63.1K
Shares

$1.69 Million
0.0% of portfolio
Envestnet Asset Management Inc

55K
Shares

$1.47 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

48K
Shares

$1.28 Million
0.03% of portfolio
Mercer Global Advisors Inc Denver, CO

46.7K
Shares

$1.25 Million
0.0% of portfolio

About LISTED FDS TR WAHED DOW JONES

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