Jfs Wealth Advisors, LLC Closed Holding Positions

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DBEU
Xtrackers Msci Europe Hedged E

ETFs
Q1 2022 Filed on May 02, 2022
132
$31.01 - $36.98 $4.09K - $4.88K
DNLI
Denali Therapeutics Inc.

Healthcare
Q1 2022 Filed on May 02, 2022
14
$29.0 - $47.27 $406 - $662
GWRE
Guidewire Software, Inc.

Technology
Q1 2022 Filed on May 02, 2022
10
$84.2 - $113.29 $842 - $1.13K
FIVN
Five9, Inc.

Technology
Q1 2022 Filed on May 02, 2022
4
$83.12 - $138.95 $332 - $556
ARKW
Ark Next Generation Internet E

ETFs
Q1 2022 Filed on May 02, 2022
723
$68.48 - $120.67 $49.5K - $87.2K
EHTH
E Health, Inc.

Financial Services
Q1 2022 Filed on May 02, 2022
5
$9.79 - $27.44 $48.9 - $137
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q1 2022 Filed on May 02, 2022
190
$29.62 - $30.41 $5.63K - $5.78K
PLCE
Childrens Place, Inc.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
18
$48.41 - $81.82 $871 - $1.47K
REZ
Ishares Tr Residential And Mul

ETFs
Q1 2022 Filed on May 02, 2022
375
$88.05 - $98.21 $33K - $36.8K
DOUG
Douglas Elliman Inc.

Real Estate
Q1 2022 Filed on May 02, 2022
16
$6.58 - $10.88 $105 - $174
REKR
Rekor Systems, Inc.

Technology
Q1 2022 Filed on May 02, 2022
200
$3.48 - $6.73 $696 - $1.35K
DNMR
Danimer Scientific, Inc.

Basic Materials
Q1 2022 Filed on May 02, 2022
200
$3.33 - $8.86 $666 - $1.77K
Docebo Inc
Q1 2022 Filed on May 02, 2022
75
N/A
Draftkings Inc
Q1 2022 Filed on May 02, 2022
140
N/A
MMLG
First Tr Exc Viii First Multi

Technology
Q1 2022 Filed on May 02, 2022
2,359
$20.11 - $27.16 $47.4K - $64.1K
Apollo Global Mgmt Inc
Q1 2022 Filed on May 02, 2022
8
N/A
ARLP
Alliance Resource Partners LP

Energy
Q1 2022 Filed on May 02, 2022
82,651
$12.77 - $15.92 $1.06M - $1.32M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q1 2022 Filed on May 02, 2022
200
$81.07 - $115.44 $16.2K - $23.1K
BIRD
Allbirds, Inc.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
200
$5.16 - $16.22 $1.03K - $3.24K
BHK
Blackrock Core Bond Trust

Financial Services
Q1 2022 Filed on May 02, 2022
1,080
$12.53 - $16.27 $13.5K - $17.6K
Bellring Brands Inc
Q1 2022 Filed on May 02, 2022
1
N/A
BLUE
Bluebird Bio, Inc.

Healthcare
Q1 2022 Filed on May 02, 2022
20
$4.07 - $10.6 $81.4 - $212
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q1 2022 Filed on May 02, 2022
2,039
$22.98 - $41.0 $46.9K - $83.6K
Bhp Group PLC
Q1 2022 Filed on May 02, 2022
94
N/A
WW
Ww International, Inc.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
2
$9.08 - $16.84 $18.2 - $33.7
Athene Holding LTD
Q1 2022 Filed on May 02, 2022
42
N/A
OSTK
Overstock.Com, Inc

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
39
$36.45 - $59.95 $1.42K - $2.34K
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
Q1 2022 Filed on May 02, 2022
248
$19.87 - $23.9 $4.93K - $5.93K
PRPL
Purple Innovation, Inc.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
6
$5.6 - $13.37 $33.6 - $80.2
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q1 2022 Filed on May 02, 2022
60
$91.4 - $91.43 $5.48K - $5.49K
TPTX
Turning Point Therapeutics, Inc.
Q1 2022 Filed on May 02, 2022
2
$24.73 - $51.25 $49.5 - $103
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2022 Filed on May 02, 2022
59
$36.82 - $41.14 $2.17K - $2.43K
TPIC
Tpi Composites, Inc

Industrials
Q1 2022 Filed on May 02, 2022
3
$9.74 - $15.58 $29.2 - $46.7
Proshares Tr
Q1 2022 Filed on May 02, 2022
2,500
N/A
Sterling Bancorp Del
Q1 2022 Filed on May 02, 2022
52
N/A
Royal Dutch Shell PLC
Q1 2022 Filed on May 02, 2022
1,419
N/A
SDIV
Global X Fds Global X Superdiv

ETFs
Q1 2022 Filed on May 02, 2022
11,300
$10.05 - $12.71 $114K - $144K
SGMO
Sangamo Therapeutics, Inc

Healthcare
Q1 2022 Filed on May 02, 2022
4
$5.23 - $7.82 $20.9 - $31.3
RWX
Spdr Dow Jones International R

ETFs
Q1 2022 Filed on May 02, 2022
1,359
$31.71 - $35.64 $43.1K - $48.4K
IGT
International Game Technology PLC

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
41
$21.07 - $30.62 $864 - $1.26K
URGN
Uro Gen Pharma Ltd.

Healthcare
Q1 2022 Filed on May 02, 2022
1,000
$5.92 - $9.73 $5.92K - $9.73K
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on May 02, 2022
8
$72.45 - $85.55 $580 - $684
IDV
Ishares Tr

ETFs
Q1 2022 Filed on May 02, 2022
3,318
$29.99 - $33.33 $99.5K - $111K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q1 2022 Filed on May 02, 2022
40
$24.71 - $26.22 $988 - $1.05K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
Q1 2022 Filed on May 02, 2022
584
$83.43 - $88.18 $48.7K - $51.5K
WBK
Westpac Banking Corporation

Financial Services
Q1 2022 Filed on May 02, 2022
351
N/A
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q1 2022 Filed on May 02, 2022
189
$30.11 - $31.87 $5.69K - $6.02K
HYD
Vaneck High Yield Muni ETF

ETFs
Q1 2022 Filed on May 02, 2022
88
$57.28 - $62.28 $5.04K - $5.48K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
Q1 2022 Filed on May 02, 2022
127
$39.88 - $45.32 $5.06K - $5.76K
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