A detailed history of True Wealth Design, LLC transactions in Jefferies Financial Group Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 736 shares of JEF stock, worth $38,632. This represents 0.01% of its overall portfolio holdings.

Number of Shares
736
Previous 138 433.33%
Holding current value
$38,632
Previous $9.03 Million 405.21%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026

BUY
$48.8 - $63.49 $29,182 - $37,967
598 Added 433.33%
736 $45.6 Million
Q3 2025

Oct 21, 2025

BUY
$54.67 - $70.36 $3,116 - $4,010
57 Added 70.37%
138 $9.03 Million
Q2 2025

Aug 06, 2025

BUY
$41.06 - $56.09 $2,792 - $3,814
68 Added 523.08%
81 $4.43 Million
Q1 2025

May 13, 2025

BUY
$52.22 - $81.31 $678 - $1,057
13 New
13 $697,000

Others Institutions Holding JEF

About Jefferies Financial Group Inc.


  • Ticker JEF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 228,990,000
  • Market Cap $12B
  • Description
  • Jefferies Financial Group Inc. engages in the investment banking and capital markets, and asset management businesses in the Americas, Europe, the Middle East, Africa, and Asia. The company operates in Investment Banking and Capital Markets, Asset Management, Merchant Banking, and Corporate segments. It provides investment banking, advisory serv...
More about JEF
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