Jfs Wealth Advisors, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Jfs Wealth Advisors, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 5,034 shares of DLS stock, worth $347,295. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,034
Previous 3,870
30.08%
Holding current value
$347,295
Previous $252,000
26.59%
% of portfolio
0.03%
Previous 0.02%
Shares
27 transactions
Others Institutions Holding DLS
# of Institutions
217Shares Held
6.52MCall Options Held
0Put Options Held
0-
Savant Capital, LLC836KShares$57.7 Million0.52% of portfolio
-
Old Mission Capital LLC240KShares$16.6 Million0.43% of portfolio
-
Morgan Stanley New York, NY235KShares$16.2 Million0.0% of portfolio
-
Eqis Capital Management, Inc. San Rafael, CA226KShares$15.6 Million1.23% of portfolio
-
Bank Of America Corp Charlotte, NC212KShares$14.6 Million0.0% of portfolio