Jfs Wealth Advisors, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Jfs Wealth Advisors, LLC
- $1.56 Billion
- Q2 2025
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 $7,174. This represents 0.0% of its overall portfolio holdings.
Number of Shares
158
Previous 158
-0.0%
Holding current value
$7,174
Previous $7,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding XSLV
# of Institutions
129Shares Held
3.39MCall Options Held
0Put Options Held
0-
Venturi Wealth Management, LLC Austin, TX246KShares$11.2 Million0.6% of portfolio
-
Lpl Financial LLC Fort Mill, SC230KShares$10.4 Million0.0% of portfolio
-
Armbruster Capital Management, Inc.223KShares$10.1 Million1.85% of portfolio
-
Ubs Group Ag213KShares$9.69 Million0.0% of portfolio
-
Brookstone Capital Management201KShares$9.15 Million0.14% of portfolio