Jfs Wealth Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History
Jfs Wealth Advisors, LLC
- $1.74 Billion
- Q4 2025
A detailed history of Jfs Wealth Advisors, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 12,128 shares of DTD stock, worth $1.02 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,128
Previous 12,371
1.96%
Holding current value
$1.02 Million
Previous $1.04 Million
2.12%
% of portfolio
0.06%
Previous 0.06%
Shares
34 transactions
Others Institutions Holding DTD
# of Institutions
219Shares Held
9.14MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.64MShares$138 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.11MShares$93.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC799KShares$67.1 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA382KShares$32.1 Million0.01% of portfolio
-
626 Financial, LLC309KShares$25.9 Million12.13% of portfolio