Jfs Wealth Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Jfs Wealth Advisors, LLC
- $1.46 Billion
- Q4 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 130 shares of DES stock, worth $4,388. This represents 0.0% of its overall portfolio holdings.
Number of Shares
130
Previous 129
0.78%
Holding current value
$4,388
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding DES
# of Institutions
360Shares Held
31.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.46MShares$82.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$75.3 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$74.9 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$58.2 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.48MShares$49.8 Million0.05% of portfolio