Jfs Wealth Advisors, LLC Ishares Tr Residential And Mul 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	$88.05 - $98.21 $33,018 - $36,828	-375 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$75.32 - $84.85 $28,244 - $31,818	375 New	375 $31,000

Others Institutions Holding REZ

# of Institutions

161

Shares Held

5.42M

Call Options Held

8.1K

Put Options Held

12.9K

Strategic Financial Concepts, LLC San Antonio, TX

1.11M
Shares

$95 Million
0.01% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

476K
Shares

$40.7 Million
10.92% of portfolio
Morgan Stanley New York, NY

314K
Shares

$26.8 Million
0.0% of portfolio
Aprio Wealth Management, LLC

258K
Shares

$22 Million
3.96% of portfolio
Northwestern Mutual Wealth Management CO

209K
Shares

$17.9 Million
0.02% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
Sector ETFs
Industry ETFs

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.