Jfs Wealth Advisors, LLC Pimco Rafi Dynamic Multi Facto Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 02, 2022	SELL	$19.87 - $23.9 $4,927 - $5,927	-248 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$23.12 - $29.85 $5,733 - $7,402	248 New	248 $6,000

Others Institutions Holding MFEM

# of Institutions

36

Shares Held

4.52M

Call Options Held

0

Put Options Held

0

Schiavi & CO LLC Wilmington, DE

879K
Shares

$17.1 Million
6.79% of portfolio
Envestnet Asset Management Inc

818K
Shares

$15.9 Million
0.01% of portfolio
Park Avenue Securities LLC

626K
Shares

$12.1 Million
0.15% of portfolio
Pasadena Private Wealth, LLC Pasadena, CA

294K
Shares

$5.71 Million
1.41% of portfolio
Austin Wealth Management, LLC Austin, TX

264K
Shares

$5.13 Million
1.21% of portfolio

About PIMCO RAFI DYNAMIC MULTI-FACTO

Ticker MFEM
Sector ETFs
Industry ETFs

More about MFEM

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