Jfs Wealth Advisors, LLC Ishares Tr Exponential Technol Transaction History
Jfs Wealth Advisors, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,987 shares of XT stock, worth $115,106. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,987
Previous 1,987
-0.0%
Holding current value
$115,106
Previous $118,000
3.39%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding XT
# of Institutions
269Shares Held
44.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.3MShares$1.99 Billion4.25% of portfolio
-
Brinker Capital Investments, LLC898KShares$52 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC728KShares$42.1 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC715KShares$41.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY554KShares$32.1 Million0.0% of portfolio