Jfs Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Jfs Wealth Advisors, LLC
- $1.46 Billion
- Q4 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,263 shares of SPSM stock, worth $51,631. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,263
Previous 1,614
21.75%
Holding current value
$51,631
Previous $73,000
23.29%
% of portfolio
0.0%
Previous 0.0%
Shares
27 transactions
Others Institutions Holding SPSM
# of Institutions
976Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$904 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$860 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$661 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$266 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$226 Million0.05% of portfolio