Jfs Wealth Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Jfs Wealth Advisors, LLC
- $1.69 Billion
- Q3 2025
A detailed history of Jfs Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 132 shares of DES stock, worth $4,324. This represents 0.0% of its overall portfolio holdings.
Number of Shares
132
Previous 131
0.76%
Holding current value
$4,324
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding DES
# of Institutions
383Shares Held
30.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.63MShares$86.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.42MShares$79.3 Million0.01% of portfolio
-
Ubs Group Ag1.63MShares$53.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.61MShares$52.8 Million0.02% of portfolio
-
Creative Planning Overland Park, KS1.4MShares$46 Million0.04% of portfolio