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

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,813 shares of EES stock, worth $88,691. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,813
Previous 1,813 -0.0%
Holding current value
$88,691
Previous $95,000 2.11%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 02, 2022
SELL
$40.36 - $48.23 $26,839 - $32,072
-665 Reduced 26.84%
1,813 $75,000
Q2 2018

Jul 26, 2018
SELL
N/A
-222 Reduced 8.22%
2,478 $96,000
Q3 2017

Oct 20, 2017
BUY
N/A
2,700
2,700 $94,000

Others Institutions Holding EES

# of Institutions
164
Shares Held
7.89M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. SMALLCAP FUND

EES Quotes by TradingView
  • Ticker EES
  • Sector ETFs
  • Industry ETFs
More about EES
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email