Jfs Wealth Advisors, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History
Jfs Wealth Advisors, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 29,824 shares of XMLV stock, worth $1.81 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
29,824
Previous 30,551
2.38%
Holding current value
$1.81 Million
Previous $1.72 Million
4.41%
% of portfolio
0.13%
Previous 0.14%
Shares
19 transactions
Others Institutions Holding XMLV
# of Institutions
200Shares Held
7.63MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY562KShares$34.2 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA518KShares$31.5 Million0.44% of portfolio
-
Cambridge Investment Research Advisors, Inc.461KShares$28 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC438KShares$26.6 Million0.01% of portfolio
-
Huntington National Bank Columbus, OH386KShares$23.5 Million0.17% of portfolio