Jfs Wealth Advisors, LLC Spdr Ssga Us Small Cap Low Vol 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 2020 Apr 29, 2020	SELL	$57.86 - $101.27 $1,735 - $3,038	-30 Closed	0 $0
Q3 2019 Oct 31, 2019	BUY	$94.08 - $96.95 $2,822 - $2,908	30 New	30 $3,000

Others Institutions Holding SMLV

# of Institutions

86

Shares Held

779K

Call Options Held

0

Put Options Held

0

Congress Wealth Management LLC Boston, MA

109K
Shares

$15 Million
0.19% of portfolio
Mc Naughton Wealth Management, LLC

88.9K
Shares

$12.2 Million
5.38% of portfolio
Dorval Corp Maple Grove, MN

68.8K
Shares

$9.44 Million
3.56% of portfolio
Cambridge Investment Research Advisors, Inc.

46.8K
Shares

$6.43 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

46.3K
Shares

$6.35 Million
0.0% of portfolio

About SPDR SSGA US SMALL CAP LOW VOL

Ticker SMLV
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