Jfs Wealth Advisors, LLC First Tr ETF Indxx Innovation Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 09, 2021	BUY	$40.95 - $44.07 $4,095 - $4,407	100 New	100 $4,000

Others Institutions Holding LEGR

# of Institutions

62

Shares Held

845K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

104K
Shares

$4.9 Million
0.0% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

96.1K
Shares

$4.54 Million
0.01% of portfolio
Alpha Omega Group, Inc.

92.6K
Shares

$4.37 Million
6.16% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

52.9K
Shares

$2.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

42.1K
Shares

$1.99 Million
0.0% of portfolio

About FIRST TR ETF INDXX INNOVATION

Ticker LEGR
Sector ETFs
Industry ETFs

More about LEGR

Track This Portfolio

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.