Jfs Wealth Advisors, LLC Wisdomtree Tr Intl Largecap Di Transaction History
Jfs Wealth Advisors, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 6,027 shares of DOL stock, worth $320,937. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,027
Previous 6,446
6.5%
Holding current value
$320,937
Previous $333,000
8.41%
% of portfolio
0.02%
Previous 0.03%
Shares
28 transactions
Others Institutions Holding DOL
# of Institutions
97Shares Held
8.27MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.8MShares$149 Million0.15% of portfolio
-
Huntington National Bank Columbus, OH848KShares$45.2 Million0.34% of portfolio
-
Morgan Stanley New York, NY531KShares$28.3 Million0.0% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$19.3 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY361KShares$19.2 Million0.0% of portfolio