Jfs Wealth Advisors, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 158 shares of XSLV stock, worth $7,410. This represents 0.0% of its overall portfolio holdings.

Number of Shares
158
Previous 158 -0.0%
Holding current value
$7,410
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$42.24 - $44.21 $42 - $44
-1 Reduced 0.63%
158 $6,000
Q4 2023

Feb 07, 2024
BUY
$37.81 - $44.62 $5,822 - $6,871
154 Added 3080.0%
159 $7,000
Q3 2023

Nov 02, 2023
BUY
$39.27 - $43.12 $39 - $43
1 Added 25.0%
5 $0
Q2 2023

Aug 07, 2023
BUY
$38.47 - $42.46 $76 - $84
2 Added 100.0%
4 $0
Q1 2023

Apr 19, 2023
BUY
$40.98 - $48.19 $81 - $96
2 New
2 $0

Others Institutions Holding XSLV

# of Institutions
123
Shares Held
3.37M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P SMALLCAP

XSLV Quotes by TradingView
  • Ticker XSLV
  • Sector ETFs
  • Industry ETFs
More about XSLV
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email