Jfs Wealth Advisors, LLC Wisdomtree Tr Intl Largecap Di Transaction History
Jfs Wealth Advisors, LLC
- $1.49 Billion
- Q3 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 6,032 shares of DOL stock, worth $311,975. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,032
Previous 6,027
0.08%
Holding current value
$311,975
Previous $305,000
6.56%
% of portfolio
0.02%
Previous 0.02%
Shares
29 transactions
Others Institutions Holding DOL
# of Institutions
98Shares Held
8.14MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.72MShares$141 Million0.15% of portfolio
-
Huntington National Bank Columbus, OH811KShares$41.9 Million0.32% of portfolio
-
Morgan Stanley New York, NY557KShares$28.8 Million0.0% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$18.7 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY340KShares$17.6 Million0.0% of portfolio