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
JPXN
Ishares Jpx Nikkei 400 ETF

ETFs
Q2 2021 Filed on Aug 04, 2021
238
$69.94 - $74.91 $16.6K - $17.8K
Inphi Corp
Q2 2021 Filed on Aug 04, 2021
10
N/A
EOSE
Eos Energy Enterprises, Inc.

Industrials
Q2 2021 Filed on Aug 04, 2021
187
$10.6 - $21.21 $1.98K - $3.97K
Blackrock Munienhanced Fd In
Q2 2021 Filed on Aug 04, 2021
299,070
N/A
NTG
Tortoise Midstream Energy Fund, Inc.

Financial Services
Q2 2021 Filed on Aug 04, 2021
45
$26.14 - $31.96 $1.18K - $1.44K
REKR
Rekor Systems, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
172
$8.94 - $25.23 $1.54K - $4.34K
AGRO
Adecoagro S.A.

Consumer Defensive
Q2 2021 Filed on Aug 04, 2021
2,369
$7.75 - $11.74 $18.4K - $27.8K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
Q2 2021 Filed on Aug 04, 2021
330
$4.23 - $5.34 $1.4K - $1.76K
CHNG
Change Healthcare Inc.
Q2 2021 Filed on Aug 04, 2021
1,382
$22.13 - $23.68 $30.6K - $32.7K
STKL
Sun Opta Inc.

Consumer Defensive
Q2 2021 Filed on Aug 04, 2021
253
$11.08 - $15.53 $2.8K - $3.93K
FSD
First Trust High Income Long/Short Fund

Financial Services
Q2 2021 Filed on Aug 04, 2021
4
$14.98 - $15.78 $59.9 - $63.1
Talend S A
Q2 2021 Filed on Aug 04, 2021
50
N/A
TCS
Container Store Group, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
200
$11.65 - $16.42 $2.33K - $3.28K
GME
Game Stop Corp.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
6
$35.25 - $75.64 $212 - $454
TX
Ternium S.A.

Basic Materials
Q1 2021 Filed on Apr 28, 2021
301
$26.45 - $39.31 $7.96K - $11.8K
Southern Natl Bancorp Of Va
Q1 2021 Filed on Apr 28, 2021
2,000
N/A
Transenterix Inc
Q1 2021 Filed on Apr 28, 2021
39
N/A
Bristol Myers Squibb CO
Q1 2021 Filed on Apr 28, 2021
1,232
N/A
ORMP
Oramed Pharmaceuticals Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
500
$4.22 - $11.33 $2.11K - $5.67K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
Q1 2021 Filed on Apr 28, 2021
2,000
$24.09 - $25.14 $48.2K - $50.3K
MAC
Macerich CO

Real Estate
Q1 2021 Filed on Apr 28, 2021
305
$10.66 - $22.38 $3.25K - $6.83K
CBD
Brazilian Distribution CO Companhia Brasileira De Distr Cbd

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
1,052
$3.87 - $17.05 $4.07K - $17.9K
EPR
Epr Properties

Real Estate
Q1 2021 Filed on Apr 28, 2021
300
$30.93 - $50.49 $9.28K - $15.1K
Weingarten Rlty Invs
Q1 2021 Filed on Apr 28, 2021
500
N/A
ONEM
1 Life Healthcare Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
45
$37.27 - $58.7 $1.68K - $2.64K
Highpoint Res Corp
Q1 2021 Filed on Apr 28, 2021
385
N/A
Credit Suisse Ag Nassau Brh
Q1 2021 Filed on Apr 28, 2021
224
N/A
EMLP
First Tr Exchange Traded Iv

ETFs
Q1 2021 Filed on Apr 28, 2021
196,164
$20.6 - $23.26 $4.04M - $4.56M
CLVR
Clever Leaves Holdings Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
593
$1.52 - $8.05 $901 - $4.77K
China Mobile Limited
Q1 2021 Filed on Apr 28, 2021
2,693
N/A
Direxion Shs ETF Tr
Q1 2021 Filed on Apr 28, 2021
3,000
N/A
Vereit Inc
Q1 2021 Filed on Apr 28, 2021
200
N/A
Telefonica Brasil Sa
Q4 2020 Filed on Feb 01, 2021
1,997
N/A
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q4 2020 Filed on Feb 01, 2021
200
$10.88 - $12.88 $2.18K - $2.58K
SGOL
Abrdn Gold ETF Trust

ETFs
Q4 2020 Filed on Feb 01, 2021
295
$17.08 - $18.76 $5.04K - $5.53K
CNCR
ETF Ser Solutions Loncar Cance

ETFs
Q4 2020 Filed on Feb 01, 2021
200
$26.39 - $33.94 $5.28K - $6.79K
KIE
Spdr S&P Insurance ETF

ETFs
Q4 2020 Filed on Feb 01, 2021
79
$28.14 - $34.05 $2.22K - $2.69K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q4 2020 Filed on Feb 01, 2021
100
$45.05 - $58.86 $4.51K - $5.89K
EDIT
Editas Medicine, Inc.

Healthcare
Q4 2020 Filed on Feb 01, 2021
75
$27.07 - $84.35 $2.03K - $6.33K
Vereit Inc
Q4 2020 Filed on Feb 01, 2021
1,000
N/A
Eaton Vance Corp
Q4 2020 Filed on Feb 01, 2021
91
N/A
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
Q4 2020 Filed on Feb 01, 2021
500
$8.61 - $18.11 $4.31K - $9.06K
FDN
First Tr Fd Dow Jones

ETFs
Q4 2020 Filed on Feb 01, 2021
63
$186.35 - $219.82 $11.7K - $13.8K
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q4 2020 Filed on Feb 01, 2021
52
$38.93 - $45.05 $2.02K - $2.34K
Aytu Bioscience Inc
Q4 2020 Filed on Feb 01, 2021
2
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q4 2020 Filed on Feb 01, 2021
108
$14.64 - $15.27 $1.58K - $1.65K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q4 2020 Filed on Feb 01, 2021
173
$24.16 - $29.85 $4.18K - $5.16K
Tim Participacoes S A
Q4 2020 Filed on Feb 01, 2021
496
N/A
Vaneck Vectors ETF Tr
Q4 2020 Filed on Feb 01, 2021
161
N/A
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