Jfs Wealth Advisors, LLC Closed Holding Positions

Jfs Wealth Advisors, LLC

  • $1.47 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Hollyfrontier Corp
Q1 2022 Filed on May 02, 2022
43
N/A
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q1 2022 Filed on May 02, 2022
190
$29.62 - $30.41 $5.63K - $5.78K
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
OSTK
Overstock.Com, Inc

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
39
$36.45 - $59.95 $1.42K - $2.34K
Draftkings Inc
Q1 2022 Filed on May 02, 2022
140
N/A
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
DNMR
Danimer Scientific, Inc.

Basic Materials
Q1 2022 Filed on May 02, 2022
200
$3.33 - $8.86 $666 - $1.77K
Apollo Global Mgmt Inc
Q1 2022 Filed on May 02, 2022
8
N/A
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q1 2022 Filed on May 02, 2022
2,039
$22.98 - $41.0 $46.9K - $83.6K
REZ
Ishares Tr Residential And Mul

ETFs
Q1 2022 Filed on May 02, 2022
375
$88.05 - $98.21 $33K - $36.8K
Docebo Inc
Q1 2022 Filed on May 02, 2022
75
N/A
Bellring Brands Inc
Q1 2022 Filed on May 02, 2022
1
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
DOUG
Douglas Elliman Inc.

Real Estate
Q1 2022 Filed on May 02, 2022
16
$6.58 - $10.88 $105 - $174
PLCE
Childrens Place, Inc.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
18
$48.41 - $81.82 $871 - $1.47K
MRTX
Mirati Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 02, 2022
1
$75.82 - $150.97 $75.8 - $151
Athene Holding LTD
Q1 2022 Filed on May 02, 2022
42
N/A
TPIC
Tpi Composites, Inc

Industrials
Q1 2022 Filed on May 02, 2022
3
$9.74 - $15.58 $29.2 - $46.7
TPTX
Turning Point Therapeutics, Inc.
Q1 2022 Filed on May 02, 2022
2
$24.73 - $51.25 $49.5 - $103
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 02, 2022
443
$44.64 - $55.71 $19.8K - $24.7K
Royal Dutch Shell PLC
Q1 2022 Filed on May 02, 2022
1,419
N/A
REKR
Rekor Systems, Inc.

Technology
Q1 2022 Filed on May 02, 2022
200
$3.48 - $6.73 $696 - $1.35K
ARLP
Alliance Resource Partners LP

Energy
Q1 2022 Filed on May 02, 2022
82,651
$12.77 - $15.92 $1.06M - $1.32M
RWX
Spdr Dow Jones International R

ETFs
Q1 2022 Filed on May 02, 2022
1,359
$31.71 - $35.64 $43.1K - $48.4K
BHK
Blackrock Core Bond Trust

Financial Services
Q1 2022 Filed on May 02, 2022
1,080
$12.53 - $16.27 $13.5K - $17.6K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q1 2022 Filed on May 02, 2022
171
$49.53 - $52.66 $8.47K - $9K
Proshares Tr
Q1 2022 Filed on May 02, 2022
2,500
N/A
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q1 2022 Filed on May 02, 2022
174
$25.9 - $29.13 $4.51K - $5.07K
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
HYD
Vaneck High Yield Muni ETF

ETFs
Q1 2022 Filed on May 02, 2022
88
$57.28 - $62.28 $5.04K - $5.48K
URGN
Uro Gen Pharma Ltd.

Healthcare
Q1 2022 Filed on May 02, 2022
1,000
$5.92 - $9.73 $5.92K - $9.73K
WBK
Westpac Banking Corporation

Financial Services
Q1 2022 Filed on May 02, 2022
351
N/A
WW
Ww International, Inc.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
2
$9.08 - $16.84 $18.2 - $33.7
IGT
International Game Technology PLC

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
41
$21.07 - $30.62 $864 - $1.26K
Sterling Bancorp Del
Q1 2022 Filed on May 02, 2022
52
N/A
SGMO
Sangamo Therapeutics, Inc

Healthcare
Q1 2022 Filed on May 02, 2022
4
$5.23 - $7.82 $20.9 - $31.3
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q1 2022 Filed on May 02, 2022
189
$30.11 - $31.87 $5.69K - $6.02K
First Midwest Bancorp Del
Q1 2022 Filed on May 02, 2022
32
N/A
FIVN
Five9, Inc.

Technology
Q1 2022 Filed on May 02, 2022
4
$83.12 - $138.95 $332 - $556
LAZ
Lazard LTD

Financial Services
Q1 2022 Filed on May 02, 2022
373
$32.17 - $46.39 $12K - $17.3K
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
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q1 2022 Filed on May 02, 2022
15
$31.05 - $45.1 $466 - $677
EHTH
E Health, Inc.

Financial Services
Q1 2022 Filed on May 02, 2022
5
$9.79 - $27.44 $48.9 - $137
PRPL
Purple Innovation, Inc.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
6
$5.6 - $13.37 $33.6 - $80.2
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
Q1 2022 Filed on May 02, 2022
248
$19.87 - $23.9 $4.93K - $5.93K
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