Jfs Wealth Advisors, LLC Ishares Tr Us Small Cap Value Transaction History
Jfs Wealth Advisors, LLC
- $1.49 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SVAL
# of Institutions
31Shares Held
3.33MCall Options Held
0Put Options Held
0-
Money Concepts Capital Corp2.02MShares$66.4 Million5.21% of portfolio
-
Bt Wealth Management LLC484KShares$15.9 Million3.63% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN280KShares$9.21 Million0.06% of portfolio
-
Truist Financial Corp97.1KShares$3.19 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC83.9KShares$2.76 Million0.0% of portfolio