Jfs Wealth Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 129 shares of DES stock, worth $4,640. This represents 0.0% of its overall portfolio holdings.

Number of Shares

129

Previous 128 0.78%

Holding current value

$4,640

Previous $3,000 33.33%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$30.61 - $34.92 $30 - $34	1 Added 0.78%	129 $4,000
Q2 2024 Jul 15, 2024	BUY	$30.34 - $32.53 $30 - $32	1 Added 0.79%	128 $3,000
Q1 2024 Apr 30, 2024	BUY	$30.25 - $32.68 $30 - $32	1 Added 0.79%	127 $4,000
Q4 2023 Feb 07, 2024	BUY	$26.55 - $32.72 $26 - $32	1 Added 0.8%	126 $4,000
Q3 2023 Nov 02, 2023	BUY	$27.79 - $30.65 $27 - $30	1 Added 0.81%	125 $3,000
Q2 2023 Aug 07, 2023	BUY	$26.6 - $29.16 $26 - $29	1 Added 0.81%	124 $3,000
Q1 2023 Apr 19, 2023	BUY	$27.3 - $32.13 $27 - $32	1 Added 0.82%	123 $3,000
Q4 2022 Feb 13, 2023	BUY	$26.29 - $30.5 $26 - $30	1 Added 0.83%	122 $3,000
Q3 2022 Oct 21, 2022	BUY	$25.74 - $31.54 $25 - $31	1 Added 0.83%	121 $3,000
Q2 2022 Aug 02, 2022	BUY	$27.57 - $32.14 $27 - $32	1 Added 0.84%	120 $3,000
Q1 2022 May 02, 2022	BUY	$30.79 - $33.49 $3,664 - $3,985	119 New	119 $4,000

Others Institutions Holding DES

# of Institutions

350

Shares Held

29.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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Jfs Wealth Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History