Jfs Wealth Advisors, LLC Sells in Q3 2024

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.96K
- 4.29%
$59.93 - $66.52 $297K - $330K
111K $7.36M
DE
Deere & CO

Industrials
-2
- 0.09%
$344.84 - $418.0 $690 - $836
2.25K $939K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-642
- 2.19%
$59.25 - $65.33 $38K - $41.9K
28.7K $1.86M
GLD
Spdr Gold Trust

ETFs
-21
- 0.56%
$215.56 - $246.98 $4.53K - $5.19K
3.74K $909K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-20
- 0.28%
$125.95 - $142.04 $2.52K - $2.84K
7.24K $1.03M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-451
- 1.08%
$50.99 - $57.81 $23K - $26.1K
41.2K $2.36M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-464
- 0.76%
$92.63 - $105.69 $43K - $49K
60.4K $6.29M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-217
- 0.34%
$37.33 - $40.63 $8.1K - $8.82K
64K $2.6M
LOW
Lowes Companies Inc

Consumer Cyclical
-47
- 1.22%
$213.3 - $270.78 $10K - $12.7K
3.8K $1.03M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-140
- 0.22%
$37.68 - $42.0 $5.28K - $5.88K
63.6K $2.64M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.58K
- 0.48%
$45.6 - $46.83 $72K - $73.9K
326K $15.3M
DWM
Wisdomtree Tr

ETFs
-87
- 0.11%
$52.24 - $58.1 $4.54K - $5.05K
79.2K $4.56M
IBM
International Business Machines Corp

Technology
-977
- 9.03%
$175.1 - $223.38 $171K - $218K
9.84K $2.18M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.35K
- 2.23%
$36.98 - $41.55 $161K - $181K
191K $7.85M
IYR
Ishares Tr

ETFs
-700
- 2.33%
$86.93 - $103.61 $60.9K - $72.5K
29.4K $2.99M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-4.5K
- 2.37%
$25.45 - $29.53 $114K - $133K
185K $5.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2K
- 3.99%
$173.36 - $189.8 $346K - $379K
48K $9.12M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.08K
- 0.6%
$38.51 - $41.69 $41.5K - $44.9K
180K $7.49M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.44K
- 1.34%
$46.17 - $51.13 $66.5K - $73.7K
106K $5.43M
RWO
Spdr Dow Jones Global Real Est

ETFs
-1.31K
- 1.25%
$41.23 - $48.48 $53.9K - $63.4K
103K $4.91M
IWV
Ishares Russell 3000 ETF

ETFs
-220
- 0.6%
$294.75 - $326.73 $64.8K - $71.9K
36.5K $11.9M
FDL
First Tr Morningstar Dividend

ETFs
-432
- 0.28%
$37.66 - $42.06 $16.3K - $18.2K
155K $6.5M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.89K
- 3.02%
$95.81 - $109.03 $277K - $315K
92.9K $10M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-533
- 0.31%
$64.57 - $71.76 $34.4K - $38.2K
170K $12.2M
IVE
Ishares S&P 500 Value ETF

ETFs
-461
- 0.34%
$181.06 - $197.17 $83.5K - $90.9K
133K $26.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-5.36K
- 2.4%
$283.28 - $314.39 $1.52M - $1.69M
218K $68.6M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-17.6K
- 1.23%
$56.04 - $62.2 $984K - $1.09M
1.4M $87.4M
DFAX
Dimensional ETF Tr
-3.46K
- 0.09%
$24.29 - $27.25 $84K - $94.3K
3.78M $102M
Activity Summary
Buys All Purchases 1209 New Holdings 57 Increased Positions 1152 Sells All Sells 379 Reductions 379 Sold out 0 Options Calls 0 Puts 0
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