Jfs Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Jfs Wealth Advisors, LLC
- $1.46 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding PBP
# of Institutions
58Shares Held
2.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY457KShares$10.9 Million0.0% of portfolio
-
Edmonds Duncan Registered Investment Advisors, LLC203KShares$4.84 Million1.04% of portfolio
-
Q3 Asset Management174KShares$4.16 Million2.56% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management121KShares$2.88 Million0.08% of portfolio
-
Cullen/Frost Bankers, Inc.116KShares$2.77 Million0.04% of portfolio