Jfs Wealth Advisors, LLC Vanguard S&P Small Cap 600 Val Transaction History
Jfs Wealth Advisors, LLC
- $1.26 Billion
- Q1 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 42,445 shares of VIOV stock, worth $3.55 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
42,445
Previous 42,625
0.42%
Holding current value
$3.55 Million
Previous $3.77 Million
0.53%
% of portfolio
0.3%
Previous 0.32%
Shares
15 transactions
Others Institutions Holding VIOV
# of Institutions
172Shares Held
6.67MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC580KShares$48.5 Million5.7% of portfolio
-
Ubs Group Ag388KShares$32.4 Million0.01% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL362KShares$30.3 Million1.14% of portfolio
-
Atria Investments LLC Charlotte, NC356KShares$29.8 Million0.46% of portfolio
-
Morgan Stanley New York, NY297KShares$24.8 Million0.0% of portfolio